Finer Wealth Management’s SunCoke Energy SXC Stock Holding History

Finer 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 Q2	–	Sell	-22,298	Closed	-$205K	–	91
2025 Q1	$205K	Hold	22,298	–	–	0.12%	82
2024 Q4	$239K	Hold	22,298	–	–	0.14%	77
2024 Q3	$194K	Hold	22,298	–	–	0.12%	76
2024 Q2	$219K	Hold	22,298	–	–	0.14%	69
2024 Q1	$251K	Hold	22,298	–	–	0.17%	73
2023 Q4	$239K	Hold	22,298	–	–	0.18%	72
2023 Q3	$226K	Hold	22,298	–	–	0.18%	76
2023 Q2	$175K	Hold	22,298	–	–	0.14%	82
2023 Q1	$200K	Hold	22,298	–	–	0.17%	83
2022 Q4	$192K	Hold	22,298	–	–	0.18%	76
2022 Q3	$130K	Hold	22,298	–	–	0.13%	76
2022 Q2	$152K	Hold	22,298	–	–	0.14%	76
2022 Q1	$199K	Buy	+22,298	New	+$176K	0.16%	80

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Finer Wealth Management's SXC Position: Q2 2025 in Review

Finer Wealth Management sold out of SunCoke Energy (SXC) in Q2 2025, closing a stake of 22,298 shares — an estimated $205K sold.

Finer Wealth Management first reported a position in SXC in Q1 2022 and held it in 13 quarters. The position peaked at $251K in Q1 2024. 245 funds tracked by Wall St. Rank hold SXC as of Q2 2025.

Finer Wealth Management reported no remaining SunCoke Energy position as of Q2 2025 after selling out during the quarter.
Finer Wealth Management sold 22,298 SunCoke Energy shares in Q2 2025, an estimated $205K.
Finer Wealth Management first reported a position in SunCoke Energy in Q1 2022 and held it in 13 quarters.
Finer Wealth Management's SunCoke Energy position peaked at $251K in Q1 2024.
245 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2025.

Based on Finer Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.