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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
1976
OC
Oarsman Capital
Wisconsin
$430K -$72.4K 1 0.19% Reduced
1977
WIA
Westbourne Investment Advisors
Maryland
$430K $0 1 0.33% Maintained
1978
IWA
Inspirion Wealth Advisors
Illinois
$429K +$100K 2 0.21% Increased
1979
SG
StoneX Group
New York
$429K +$140K 2 0.45% Increased
1980
WP
Wedgewood Partners
Missouri
$427K -$36.2K 1 0.02% Reduced
1981
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$426K -$2.03K 1 0.04% Reduced
1982
BEAM
Baker Ellis Asset Management
Washington
$425K -$74.2K 1 0.11% Reduced
1983
ICOM
Investment Counselors of Maryland
Maryland
$424K +$68K 1 0.02% Increased
1984
FFBTD
First Financial Bank - Trust Division
Ohio
$423K -$6.28K 1 0.07% Reduced
1985
FFA
First Foundation Advisors
California
$423K -$14.3K 1 0.02% Reduced
1986
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$421K +$397K 1 0.03% New
1987
Avior Wealth Management
Avior Wealth Management
Nebraska
$420K +$154K 6 0.09% Increased
1988
CFIC
City Financial Investment Company
United Kingdom
$420K +$384K 1 0.05% New
1989
SG
Somerset Group
Minnesota
$419K +$93.3K 1 0.35% Increased
1990
BIAS
Beacon Investment Advisory Services
New Jersey
$418K -$136K 1 0.04% Reduced
1991
CP
Camelot Portfolios
Ohio
$418K +$1.16K 1 0.2% Increased
1992
LCM
Liberty Capital Management
Michigan
$418K -$580 4 0.22% Reduced
1993
VIA
Vantage Investment Advisors
Pennsylvania
$418K +$19.9K 6 0.1% Increased
1994
KIC
Keating Investment Counselors
Florida
$416K -$5.91K 1 0.18% Reduced
1995
SFG
Sather Financial Group
Texas
$416K $0 1 0.1% Maintained
1996
CA
Crewe Advisors
Utah
$414K +$389K 3 0.41% New
1997
CCM
Cohen Capital Management
California
$413K -$5.83K 1 0.1% Reduced
1998
Loews Corp
Loews Corp
New York
$413K -$52.9K 3 0% Reduced
1999
Bartlett & Co
Bartlett & Co
Ohio
$412K +$15.7K 7 0.02% Increased
2000
DMC
Drexel Morgan & Co
Pennsylvania
$412K -$47.8K 1 0.4% Reduced