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EP Wealth Advisors’s SunCoke Energy SXC Stock Holding History

EP Wealth Advisors’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
Q2 		$92.7K Sell
10,786
-318
-3% -$2.76K ﹤0.01% 1392
2025
Q1 		$102K Buy
+11,104
New +$107K ﹤0.01% 1245

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EP Wealth Advisors's SXC Position: Q2 2025 in Review

EP Wealth Advisors reduced its SunCoke Energy (SXC) stake by 2.9% in Q2 2025, selling an estimated $2.76K and leaving 10,786 shares worth $92.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

EP Wealth Advisors first reported a position in SXC in Q1 2025 and has held it in 2 quarters since. The position peaked at $102K in Q1 2025. 245 funds tracked by Wall St. Rank hold SXC as of Q2 2025.

  • EP Wealth Advisors held 10,786 shares of SunCoke Energy worth $92.7K as of Q2 2025.
  • EP Wealth Advisors sold 318 SunCoke Energy shares in Q2 2025, an estimated $2.76K.
  • SunCoke Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1392 holding.
  • EP Wealth Advisors first reported a position in SunCoke Energy in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's SunCoke Energy position peaked at $102K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.