Kestra Advisory Services
KLXE icon

Kestra Advisory Services’s KLX Energy Services KLXE Stock Holding History

Kestra Advisory Services’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
Q3 		$830K Buy
572,215
+370,336
+183% +$689K ﹤0.01% 2092
2026
Q2 		$521K Buy
+201,879
New +$599K ﹤0.01% 2314

Other funds holding KLXE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Accretive Wealth Partners
Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Kestra Advisory Services's KLXE Position: Q3 2026 in Review

Kestra Advisory Services increased its KLX Energy Services (KLXE) stake by 183% in Q3 2026, buying an estimated $689K and bringing the position to 572,215 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Kestra Advisory Services first reported a position in KLXE in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold KLXE as of Q3 2026.

  • Kestra Advisory Services held 572,215 shares of KLX Energy Services worth $830K as of Q3 2026.
  • Kestra Advisory Services bought 370,336 KLX Energy Services shares in Q3 2026, an estimated $689K.
  • KLX Energy Services made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2092 holding.
  • Kestra Advisory Services first reported a position in KLX Energy Services in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held KLX Energy Services as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.