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Clean Energy

Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.

134 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1901
FAB
First American Bank
Illinois
$6.18M -$131K 3 0.35% Reduced
1902
FMI
F/M Investments
District of Columbia
$6.17M -$455K 5 0.31% Reduced
1903
CP
Capital Planning
Washington
$6.16M -$68.4K 1 1.8% Reduced
1904
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.16M +$43.6K 4 0.35% Increased
1905
LWM
Lionsbridge Wealth Management
Florida
$6.16M -$316K 1 6.05% Reduced
1906
F8IS
Figure 8 Investment Strategies
Idaho
$6.14M -$389K 3 5.19% Reduced
1907
PWPS
Pinnacle Wealth Planning Services
Ohio
$6.14M -$1.69M 27 0.58% Reduced
1908
First Financial Bankshares
First Financial Bankshares
Texas
$6.13M -$380K 3 0.11% Reduced
1909
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$6.13M +$262K 7 0.15% Increased
1910
PP
Patron Partners
Texas
$6.13M +$824K 4 2.36% Increased
1911
PAM
Paradigm Asset Management
New York
$6.13M +$3.48M 4 1.31% Increased
1912
Emerald Advisers
Emerald Advisers
Pennsylvania
$6.13M -$137M 3 0.14% Reduced
1913
SWA
Shah Wealth Advisors
California
$6.13M +$5.31M 3 1.41% New
1914
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$6.12M +$445K 5 0.11% Increased
1915
RBC
Romano Brothers & Co
Illinois
$6.12M -$85.6K 3 0.62% Reduced
1916
FNBOMD
First National Bank of Mount Dora
Florida
$6.11M -$65.6K 3 1.22% Reduced
1917
RBFC
Roman Butler Fullerton & Co
Missouri
$6.1M -$532K 3 1.46% Reduced
1918
UF
Univest Financial
Pennsylvania
$6.1M -$206K 4 0.3% Reduced
1919
WAS
WESPAC Advisors SoCal
California
$6.05M -$154K 1 1.08% Reduced
1920
AF
Aquamarine Financial
$6.04M $0 1 0.33% Maintained
1921
BIA
Beacon Investment Advisors
Maryland
$6.03M +$10.5K 2 1.89% Increased
1922
MCCP
Mission Creek Capital Partners
California
$6.01M +$521K 2 1.06% Increased
1923
ILI
Invesco LLC (Illinois)
Illinois
$6M -$498K 2 1.86% Reduced
1924
WA
Win Advisors
Florida
$6M +$59.6K 3 2.14% Increased
1925
SFS
Stiles Financial Services
Minnesota
$6M -$177K 3 1.51% Reduced