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Pinnacle Wealth Planning Services’s SunCoke Energy SXC Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-3,326
Closed -$23.9K – 2848
2025
Q4 		$23.9K Buy
+3,326
New +$24.5K ﹤0.01% 1634

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 163.05% 1-Year Est. Return

Pinnacle Wealth Planning Services's SXC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of SunCoke Energy (SXC) in Q1 2026, closing a stake of 3,326 shares — an estimated $23.9K sold.

Pinnacle Wealth Planning Services first reported a position in SXC in Q4 2025 and held it in 1 quarter. The position peaked at $23.9K in Q4 2025. 216 funds tracked by Wall St. Rank hold SXC as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining SunCoke Energy position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,326 SunCoke Energy shares in Q1 2026, an estimated $23.9K.
  • Pinnacle Wealth Planning Services first reported a position in SunCoke Energy in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's SunCoke Energy position peaked at $23.9K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.