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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
WAS
WESPAC Advisors SoCal
California
$202K +$778 3 0.13% Increased
2002
BFIC
Bedell Frazier Investment Counselling
California
$200K +$199K 1 0.07% New
2003
QAM
Quantres Asset Management
Cayman Islands
$200K -$4.31M 1 0.13% Reduced
2004
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$200K -$35.5K 1 0.04% Reduced
2005
VCM
Vigilant Capital Management
Maine
$198K +$35.1K 4 0.03% Increased
2006
Arax Advisory Partners
Arax Advisory Partners
Colorado
$196K +$84.6K 6 0.09% Increased
2007
SC
Schulhoff & Co
Ohio
$196K -$206K 1 0.12% Reduced
2008
WC
Whitnell & Co
Illinois
$193K -$403 3 0.09% Reduced
2009
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$2.3K 5 0.2% Reduced
2010
CIAN
Capstone Investment Advisors (Netherlands)
New York
$182K -$324K 1 0.63% Reduced
2011
GAM
Gemmer Asset Management
California
$179K +$2.72K 8 0.07% Increased
2012
JWBC
J.W. Burns & Co
New York
$177K $0 1 0.05% Maintained
2013
NCCM
Nine Chapters Capital Management
New Jersey
$176K -$792K 1 1.67% Reduced
2014
RIA
RPG Investment Advisory
California
$174K +$164K 3 0.05% New
2015
ACM
Armbruster Capital Management
New York
$171K +$33.6K 3 0.09% Increased
2016
DOA
D'Orazio & Associates
Virginia
$171K -$13.7K 3 0.07% Reduced
2017
FAM
Fortaleza Asset Management
Illinois
$168K $0 1 0.32% Maintained
2018
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$168K +$157K 3 0.02% Increased
2019
CMG
Cavalry Management Group
California
$166K +$4.33K 2 0.07% Increased
2020
UWPG
Ullmann Wealth Partners Group
Florida
$164K -$2.77K 1 0.12% Reduced
2021
DPA
Delphi Private Advisors
California
$161K +$9.08K 3 0.32% Increased
2022
H
Hexavest
Quebec, Canada
$156K -$529 2 0% Reduced
2023
AA
AlphaMark Advisors
Kentucky
$154K -$9.99K 4 0.07% Reduced
2024
ABA
American Beacon Advisors
Texas
$154K $0 2 1.97% Maintained
2025
GEA
Glen Eagle Advisors
New Jersey
$153K -$3.61K 9 0.12% Reduced