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Wealthspire Advisors (New York)’s SunCoke Energy SXC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-684
Closed -$5.58K – 2675
2025
Q3 		$5.58K Buy
+684
New +$5.45K ﹤0.01% 2283

Other funds holding SXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s SXC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SunCoke Energy (SXC) in Q4 2025, closing a stake of 684 shares — an estimated $5.58K sold.

Wealthspire Advisors (New York) first reported a position in SXC in Q3 2025 and held it in 1 quarter. The position peaked at $5.58K in Q3 2025. 223 funds tracked by Wall St. Rank hold SXC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SunCoke Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 684 SunCoke Energy shares in Q4 2025, an estimated $5.58K.
  • Wealthspire Advisors (New York) first reported a position in SunCoke Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SunCoke Energy position peaked at $5.58K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.