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Principia Wealth Advisory’s SunCoke Energy SXC Stock Holding History

Principia Wealth Advisory’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
-30
Closed -$265 – 1006
2025
Q1 		$265 Hold
30
– – ﹤0.01% 725
2024
Q4 		$321 Buy
+30
New +$322 ﹤0.01% 661

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

Principia Wealth Advisory's SXC Position: Q2 2025 in Review

Principia Wealth Advisory sold out of SunCoke Energy (SXC) in Q2 2025, closing a stake of 30 shares — an estimated $265 sold.

Principia Wealth Advisory first reported a position in SXC in Q4 2024 and held it in 2 quarters. The position peaked at $321 in Q4 2024. 245 funds tracked by Wall St. Rank hold SXC as of Q2 2025.

  • Principia Wealth Advisory reported no remaining SunCoke Energy position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 30 SunCoke Energy shares in Q2 2025, an estimated $265.
  • Principia Wealth Advisory first reported a position in SunCoke Energy in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's SunCoke Energy position peaked at $321 in Q4 2024.
  • 245 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2025.

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