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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
AFA
Abacus FCF Advisors
Florida
$26K -$1.64M 1 1.04% Reduced
2002
SIG
Stanford Investment Group
California
$25K +$10.7K 1 0.01% Increased
2003
SCA
Stuart Chaussee & Associates
California
$25K $0 2 0.02% Maintained
2004
JGIA
Jackson Grant Investment Advisers
Connecticut
$22K +$233 1 0.02% Increased
2005
TCCM
Timber Creek Capital Management
Massachusetts
$22K +$22.7K 1 0.02% New
2006
WCM
Wealthcare Capital Management
Virginia
$22K +$19 3 0% Increased
2007
SHJ
Sharkey, Howes & Javer
Colorado
$21K $0 1 0.01% Maintained
2008
SA
SRH Advisors
Kansas
$20K $0 1 0.1% Maintained
2009
EDRM
Edmond de Rothschild (Monaco)
Monaco
$18K +$18.1K 2 0.02% New
2010
FNYS
First New York Securities
New York
$17.4K +$14.6K 2 0.01% Increased
2011
IWC
Integrated Wealth Counsel
California
$17K +$12.5K 2 0.04% Increased
2012
Pathstone Family Office
Pathstone Family Office
New Jersey
$17K +$2.52K 3 0.02% Increased
2013
WAS
Winch Advisory Services
Wisconsin
$17K -$14.8K 2 0.01% Reduced
2014
CIM
Contravisory Investment Management
Massachusetts
$16K +$12.5K 1 0.01% Increased
2015
LIM
Lagoda Investment Management
New York
$16K $0 1 0% Maintained
2016
LWA
Lenox Wealth Advisors
New York
$16K +$3.5K 1 0% Increased
2017
PR
Payden & Rygel
California
$16K $0 1 0% Maintained
2018
AP
Advisors Preferred
Maryland
$15K +$17.1K 1 0.01% New
2019
SAM
Solaris Asset Management
New York
$15K -$54.2K 2 0.01% Reduced
2020
CJA
C-J Advisory
California
$14K +$13.8K 2 0.01% New
2021
CFG
CKW Financial Group
Hawaii
$12K $0 2 0% Maintained
2022
SGS
Sterling Global Strategies
California
$12K $0 1 0.04% Maintained
2023
HH
HWG Holdings
Texas
$10K +$10.1K 1 0.01% New
2024
AIC
Ayalon Insurance Company
Israel
$9K $0 1 0.01% Maintained
2025
EDRPMB
Edmond de Rothschild Private Merchant Banking
United Kingdom
$9K +$9.09K 1 0.03% New