Carson Wealth (CWM LLC)
SXC icon

Carson Wealth (CWM LLC)’s SunCoke Energy SXC Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$83.1K Buy
12,771
+8,946
+234% +$63.3K ﹤0.01% 3423
2025
Q4 		$28K Sell
3,825
-10,506
-73% -$77.3K ﹤0.01% 3991
2025
Q3 		$117K Sell
14,331
-5,547
-28% -$44.2K ﹤0.01% 2855
2025
Q2 		$171K Buy
19,878
+14,356
+260% +$124K ﹤0.01% 2314
2025
Q1 		$51K Buy
5,522
+3,397
+160% +$32.6K ﹤0.01% 2981
2024
Q4 		$23K Buy
2,125
+1,161
+120% +$12.4K ﹤0.01% 3353
2024
Q3 		$8K Sell
964
-383
-28% -$3.55K ﹤0.01% 3907
2024
Q2 		$13K Sell
1,347
-648
-32% -$6.7K ﹤0.01% 3403
2024
Q1 		$22K Sell
1,995
-1,990
-50% -$21.5K ﹤0.01% 2844
2023
Q4 		$43K Sell
3,985
-16
-0.4% -$153 ﹤0.01% 2278
2023
Q3 		$41K Sell
4,001
-108
-3% -$977 ﹤0.01% 2188
2023
Q2 		$32K Hold
4,109
– – ﹤0.01% 2325
2023
Q1 		$37K Buy
4,109
+86
+2% +$786 ﹤0.01% 2081
2022
Q4 		$35K Buy
4,023
+21
+0.5% +$162 ﹤0.01% 1985
2022
Q3 		$23K Buy
4,002
+12
+0.3% +$81 ﹤0.01% 2148
2022
Q2 		$27K Sell
3,990
-2,956
-43% -$23.8K ﹤0.01% 1952
2022
Q1 		$62K Buy
6,946
+6,042
+668% +$47.6K ﹤0.01% 1515
2021
Q4 		$6K Buy
+904
New +$5.99K ﹤0.01% 2669

Other funds holding SXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SXC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SunCoke Energy (SXC) stake by 234% in Q1 2026, buying an estimated $63.3K and bringing the position to 12,771 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

Carson Wealth (CWM LLC) first reported a position in SXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $171K in Q2 2025. 216 funds tracked by Wall St. Rank hold SXC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,771 shares of SunCoke Energy worth $83.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,946 SunCoke Energy shares in Q1 2026, an estimated $63.3K.
  • SunCoke Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3423 holding.
  • Carson Wealth (CWM LLC) first reported a position in SunCoke Energy in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s SunCoke Energy position peaked at $171K in Q2 2025.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.