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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
2001
PA
Paracle Advisors
Washington
$58K $0 1 0.03% Maintained
2002
LWA
Lowe Wealth Advisors
Maryland
$57K +$85 2 0.04% Increased
2003
CWM
Catamount Wealth Management
Connecticut
$56K -$2.93K 2 0.05% Reduced
2004
CAL
Capital Advisors Ltd
Ohio
$51K -$20.1K 2 0.03% Reduced
2005
SAM
Solaris Asset Management
New York
$51K -$107K 1 0.03% Reduced
2006
BIM
Barton Investment Management
Pennsylvania
$49K +$52.3K 3 0.02% New
2007
LWM
Lenox Wealth Management
Ohio
$49K +$29.2K 4 0.04% Increased
2008
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$16.9K 2 0.04% Increased
2009
Financial Engines Advisors
Financial Engines Advisors
California
$45K +$3.62K 1 0.04% Increased
2010
MUS
Mitsubishi UFJ Securities
Japan
$45K +$1.24K 3 0.07% Increased
2011
Balentine LLC
Balentine LLC
Georgia
$43K -$34.3K 2 0.01% Reduced
2012
AWM
AllSquare Wealth Management
New York
$42K -$686 7 0.04% Reduced
2013
FWC
First Washington Corp
Washington
$41K $0 1 0.02% Maintained
2014
NC
NewSquare Capital
Pennsylvania
$41K +$8.43K 2 0.01% Increased
2015
RBC
Roble Belko & Company
Pennsylvania
$39K +$7.45K 2 0.02% Increased
2016
AWMS
Advocacy Wealth Management Services
Georgia
$38K +$40.6K 1 0.04% New
2017
PIM
Parasol Investment Management
Illinois
$38K -$6.57K 2 0.04% Reduced
2018
UFA
US Financial Advisors
Massachusetts
$36K -$36.2K 5 0.03% Reduced
2019
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$35K +$35.9K 2 0.03% New
2020
MWM
MinichMacGregor Wealth Management
New York
$35K +$32.3K 4 0.03% New
2021
WCM
Wealthcare Capital Management
Virginia
$34K -$1.72K 3 0% Reduced
2022
PR
Payden & Rygel
California
$33K +$20.3K 1 0% Increased
2023
SFU
Stonehage Fleming (UK)
United Kingdom
$33K $0 1 0.02% Maintained
2024
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$31K +$199 2 0.02% Increased
2025
TCM
TD Capital Management
Tennessee
$31K $0 3 0.01% Maintained