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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
RGC
Roberts, Glore & Co
Illinois
$411K $0 1 0.25% Maintained
2002
GWM
GSB Wealth Management
Connecticut
$410K $0 1 1.85% Maintained
2003
IIA
IPG Investment Advisors
California
$410K +$152K 2 0.17% Increased
2004
TC
Trust Company
Kansas
$409K +$31.2K 3 0.17% Increased
2005
GLI
Guardian Life Insurance
New York
$407K +$127K 4 0.09% Increased
2006
FDS
Freedom Day Solutions
Texas
$406K +$365K 1 0.34% New
2007
PWP
Private Wealth Partners
California
$405K $0 1 0.07% Maintained
2008
DIM
DC Investments Management
Virginia
$402K +$399K 1 0.17% New
2009
HA
Harfst & Associates
Wyoming
$401K +$12.1K 1 0.16% Increased
2010
PCAP
Pratt Collard Advisory Partners
New York
$401K +$377K 1 0.33% New
2011
POIA
Pin Oak Investment Advisors
Texas
$400K +$369K 4 0.31% New
2012
MLIC
Mandatum Life Insurance Company
Finland
$399K $0 1 0.06% Maintained
2013
SSWM
Sheets Smith Wealth Management
North Carolina
$396K $0 1 0.09% Maintained
2014
WAM
Winslow Asset Management
Ohio
$395K -$5.58K 1 0.07% Reduced
2015
FDCC
Foster Dykema Cabot & Co
Massachusetts
$394K $0 1 0.07% Maintained
2016
TDC
Thompson Davis & Co
Virginia
$392K +$219K 9 0.93% Increased
2017
RI
Ridgewood Investments
New Jersey
$391K $0 1 0.35% Maintained
2018
BCB
Brian C. Broderick
$385K +$57K 1 0.14% Increased
2019
FNT
First Nebraska Trust
Nebraska
$384K $0 1 0.08% Maintained
2020
B
Bellecapital
Switzerland
$383K +$374K 1 0.31% New
2021
HCM
Harvest Capital Management
New Hampshire
$383K -$5.43K 1 0.14% Reduced
2022
JIC
Joel Isaacson & Co
New York
$383K +$1.05K 1 0.07% Increased
2023
SVG
Sun Valley Gold
Idaho
$383K -$221K 1 0.06% Reduced
2024
TFS
TrustCore Financial Services
Tennessee
$382K +$365K 6 0.15% New
2025
EM
Excalibur Management
Massachusetts
$381K -$6.66K 1 0.32% Reduced