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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
RBC
Roble Belko & Company
Pennsylvania
$67K -$770 2 0.04% Reduced
2027
VFA
Virtus Fund Advisers
Connecticut
$64K $0 3 0% Maintained
2028
MUS
Mitsubishi UFJ Securities
Japan
$63K -$8K 2 0.42% Reduced
2029
PIM
Parasol Investment Management
Illinois
$60K $0 1 0.04% Maintained
2030
BSPF
British Steel Pension Fund
United Kingdom
$58K $0 1 0.01% Maintained
2031
AWM
AllSquare Wealth Management
New York
$56K +$22.1K 8 0.05% Increased
2032
Klingman & Associates
Klingman & Associates
New York
$55K -$4.45K 4 0.02% Reduced
2033
NC
NewSquare Capital
Pennsylvania
$53K +$1.96K 1 0.02% Increased
2034
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$52K +$51.4K 2 0.02% New
2035
EPM
Equitec Proprietary Markets
Illinois
$51K +$16.4K 1 0% Increased
2036
WCM
Wealthcare Capital Management
Virginia
$51K -$436K 6 0.01% Reduced
2037
LG
Laidlaw Group
New York
$49K $0 1 0.02% Maintained
2038
SIA
SeaBridge Investment Advisors
New Jersey
$48K $0 1 0.01% Maintained
2039
FFA
First Foundation Advisors
California
$46K +$45K 1 0% Increased
2040
Balentine LLC
Balentine LLC
Georgia
$44K +$11.7K 1 0.01% Increased
2041
IF
Ironwood Financial
Arizona
$42K -$70 4 0.02% Reduced
2042
TIM
Tortoise Investment Management
New York
$41K -$1K 2 0.02% Reduced
2043
FWC
First Washington Corp
Washington
$40K $0 1 0.02% Maintained
2044
SC
Sophrosyne Capital
New York
$40K -$273K 1 0.3% Reduced
2045
SMG
Spectrum Management Group
Indiana
$40K -$7.59K 1 0.01% Reduced
2046
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$38K -$140 2 0.02% Reduced
2047
TCM
TD Capital Management
Tennessee
$37K -$315 3 0.01% Reduced
2048
KP
Keel Point
Alabama
$35K $0 1 0.02% Maintained
2049
LAIC
Lederer & Associates Investment Counsel
California
$35K $0 2 0.04% Maintained
2050
Financial Engines Advisors
Financial Engines Advisors
California
$34K -$22.7K 1 0.02% Reduced