IWC
KLXE icon

Integrated Wealth Concepts’s KLX Energy Services KLXE Stock Holding History

Integrated Wealth Concepts’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20 Buy
+8
New +$24 ﹤0.01% 5873

Other funds holding KLXE

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return

Integrated Wealth Concepts's KLXE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in KLX Energy Services (KLXE) in Q2 2026: 8 shares worth $20. The stake represents ﹤0.01% of the portfolio and ranks #5873 among its holdings.

64 funds tracked by Wall St. Rank hold KLXE as of Q2 2026.

  • Integrated Wealth Concepts held 8 shares of KLX Energy Services worth $20 as of Q2 2026.
  • KLX Energy Services was a new Integrated Wealth Concepts position in Q2 2026.
  • KLX Energy Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5873 holding.
  • 64 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.