BWM
SXC icon

Baron Wealth Management’s SunCoke Energy SXC Stock Holding History

Baron Wealth Management’s Portfolio SXC Stock Details SXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,342
Closed -$150K – 283
2025
Q3 		$150K Sell
18,342
-8
-0% -$64 0.05% 235
2025
Q2 		$158K Buy
18,350
+2,104
+13% +$18.2K 0.06% 231
2025
Q1 		$149K Buy
+16,246
New +$156K 0.07% 199

Other funds holding SXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baron Wealth Management's SXC Position: Q4 2025 in Review

Baron Wealth Management sold out of SunCoke Energy (SXC) in Q4 2025, closing a stake of 18,342 shares — an estimated $150K sold.

Baron Wealth Management first reported a position in SXC in Q1 2025 and held it in 3 quarters. The position peaked at $158K in Q2 2025. 223 funds tracked by Wall St. Rank hold SXC as of Q4 2025.

  • Baron Wealth Management reported no remaining SunCoke Energy position as of Q4 2025 after selling out during the quarter.
  • Baron Wealth Management sold 18,342 SunCoke Energy shares in Q4 2025, an estimated $150K.
  • Baron Wealth Management first reported a position in SunCoke Energy in Q1 2025 and held it in 3 quarters.
  • Baron Wealth Management's SunCoke Energy position peaked at $158K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2025.

Based on Baron Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.