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Dogwood Wealth Management’s SunCoke Energy SXC Stock Holding History

Dogwood 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
Q3 		– Sell
-492
Closed -$4.2K – 805
2025
Q2 		$4.2K Buy
+492
New +$4.27K ﹤0.01% 495

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dogwood Wealth Management's SXC Position: Q3 2025 in Review

Dogwood Wealth Management sold out of SunCoke Energy (SXC) in Q3 2025, closing a stake of 492 shares — an estimated $4.2K sold.

Dogwood Wealth Management first reported a position in SXC in Q2 2025 and held it in 1 quarter. The position peaked at $4.2K in Q2 2025. 228 funds tracked by Wall St. Rank hold SXC as of Q3 2025.

  • Dogwood Wealth Management reported no remaining SunCoke Energy position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 492 SunCoke Energy shares in Q3 2025, an estimated $4.2K.
  • Dogwood Wealth Management first reported a position in SunCoke Energy in Q2 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's SunCoke Energy position peaked at $4.2K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.