SCHEDULE: Dimensional Fund Advisors Discloses 6.5% Stake in SunCoke Energy Inc.

Dimensional Fund Advisors LP has filed an amended Schedule 13G, disclosing a beneficial ownership of 6.5% of SunCoke Energy Inc.'s common stock as of June 30, 2025.

Summary

• Dimensional Fund Advisors LP reported beneficial ownership of 5,529,872 shares of SunCoke Energy Inc. common stock.
• This ownership represents 6.5% of the total class of securities.
• Dimensional Fund Advisors LP holds sole voting power over 5,374,566 shares and sole dispositive power over 5,529,872 shares.
• The filing is an Amendment No. 9 to a Schedule 13G, indicating a previous filing for this stake.
• The shares are held by various investment companies, commingled funds, group trusts, and separate accounts (collectively, 'Funds') for which Dimensional acts as an investment adviser, manager, or sub-adviser.
• Dimensional Fund Advisors LP disclaims beneficial ownership of these securities, stating they are owned by the Funds.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of SunCoke Energy Inc.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing disclosing beneficial ownership and does not contain information that would inherently convey positive or negative sentiment about the issuer's performance or prospects.

Positives

• Disclosure of a significant institutional investor holding a substantial stake (6.5%) in SunCoke Energy Inc. may indicate confidence from a large asset manager.
• The filing confirms the shares are held in the ordinary course of business, not for activist purposes, suggesting a passive investment strategy.

Industry Context

This filing indicates continued institutional interest in SunCoke Energy Inc., a company involved in the production of metallurgical coke, which is a key input for the steel industry. The presence of a large investment adviser like Dimensional Fund Advisors as a significant shareholder suggests the company remains on the radar of major institutional investors.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, which can influence market perception and liquidity.

Key Dates

Keywords

SunCoke Energy Inc, Dimensional Fund Advisors LP, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Investment Adviser