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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
2026
CIAS
Capital Investment Advisory Services
North Carolina
$5.34M -$780K 9 0.33% Reduced
2027
BIG
Brookwood Investment Group
Arizona
$5.34M +$709K 4 0.6% Increased
2028
XF
XML Financial
Maryland
$5.34M +$28.7K 5 0.39% Increased
2029
CRWM
Castle Rock Wealth Management
California
$5.34M +$572K 3 1.05% Increased
2030
BCB
Brian C. Broderick
$5.33M +$186K 2 0.83% Increased
2031
BCFS
Butensky & Cohen Financial Security
Florida
$5.33M -$275K 1 1.32% Reduced
2032
RCAG
Rehmann Capital Advisory Group
Michigan
$5.33M -$271K 6 0.24% Reduced
2033
LFS
Leibman Financial Services
Nebraska
$5.33M -$707K 3 3.54% Reduced
2034
ECP ControlCo
ECP ControlCo
New Jersey
$5.32M $0 1 0.11% Maintained
2035
WMWM
Whitaker-Myers Wealth Managers
Ohio
$5.32M -$2.09M 2 0.89% Reduced
2036
SIC
SJS Investment Consulting
Ohio
$5.32M +$221K 33 0.58% Increased
2037
WW
Waterfront Wealth
Kansas
$5.31M +$837K 4 0.82% Increased
2038
EFIC
Eliot Finkel Investment Counsel
California
$5.31M $0 1 2.48% Maintained
2039
IFS
Integrated Financial Solutions
Virginia
$5.3M +$4.23M 2 2.86% Increased
2040
TPC
Twin Peaks Capital
$5.3M -$5.6M 1 2.61% Reduced
2041
SLC
Second Line Capital
Louisiana
$5.3M -$2.26M 3 0.99% Reduced
2042
MAG
MRA Advisory Group
New Jersey
$5.28M +$3.33M 6 1.92% Increased
2043
AIM
Advyzon Investment Management
Illinois
$5.28M +$596K 6 0.38% Increased
2044
QWM
Quadcap Wealth Management
Texas
$5.27M +$1.66M 3 0.51% Increased
2045
SOS
Silver Oak Securities
Tennessee
$5.27M +$478K 8 0.32% Increased
2046
JF
Joule Financial
Kentucky
$5.25M +$507K 2 1.42% Increased
2047
CFG
Cooper Financial Group
California
$5.24M +$1.45M 7 0.43% Increased
2048
IP
Indivisible Partners
Florida
$5.24M +$1.34M 8 0.3% Increased
2049
DIP
Davis Investment Partners
North Carolina
$5.24M -$49.4K 4 1.59% Reduced
2050
NRG
Nemes Rush Group
Michigan
$5.23M -$69.1K 11 0.43% Reduced