Wealth Enhancement Advisory Services
SXC icon

Wealth Enhancement Advisory Services’s SunCoke Energy SXC Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$708K Buy
72,634
+10,983
+18% +$102K ﹤0.01% 2479
2026
Q2 		$507K Buy
61,651
+47,155
+325% +$364K ﹤0.01% 2667
2026
Q1 		$95.1K Buy
14,496
+3,504
+32% +$24.8K ﹤0.01% 3329
2025
Q4 		$86.5K Sell
10,992
-4,915
-31% -$36.2K ﹤0.01% 3461
2025
Q3 		$134K Sell
15,907
-11,649
-42% -$92.8K ﹤0.01% 3262
2025
Q2 		$240K Buy
27,556
+16,008
+139% +$139K ﹤0.01% 2832
2025
Q1 		$106K Buy
+11,548
New +$111K ﹤0.01% 2751

Other funds holding SXC

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's SXC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its SunCoke Energy (SXC) stake by 18% in Q3 2026, buying an estimated $102K and bringing the position to 72,634 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Wealth Enhancement Advisory Services first reported a position in SXC in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold SXC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 72,634 shares of SunCoke Energy worth $708K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10,983 SunCoke Energy shares in Q3 2026, an estimated $102K.
  • SunCoke Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2479 holding.
  • Wealth Enhancement Advisory Services first reported a position in SunCoke Energy in Q1 2025 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.