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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2526
NEGWA
New England Guild Wealth Advisors
Connecticut
$308K -$39.4K 1 0.19% Reduced
2527
VCM
Vivaldi Capital Management
Illinois
$307K +$2.79K 1 0.08% Increased
2528
NEWAS
N.E.W. Advisory Services
Wisconsin
$306K +$54K 1 0.06% Increased
2529
SIC
Sigma Investment Counselors
Michigan
$306K $0 1 0.03% Maintained
2530
AIM
Axiom Investment Management
New York
$305K +$73K 6 0.61% Increased
2531
DMC
Drexel Morgan & Co
Pennsylvania
$305K $0 1 0.07% Maintained
2532
HIM
Herald Investment Management
United Kingdom
$304K $0 1 0.07% Maintained
2533
Apella Capital
Apella Capital
Connecticut
$303K +$2.09K 1 0.04% Increased
2534
SPWM
Schrum Private Wealth Management
Florida
$303K $0 1 0.38% Maintained
2535
AIFAIM
American Institute for Advanced Investment Management
Arizona
$301K $0 1 0.28% Maintained
2536
ACM
AUA Capital Management
Pennsylvania
$300K -$139K 6 0.2% Reduced
2537
OFG
Oxford Financial Group
Indiana
$300K -$8.36K 1 0.05% Reduced
2538
LIG
Lokken Investment Group
Delaware
$299K -$7.14K 1 0.26% Reduced
2539
IIM
Ironwood Investment Management
Massachusetts
$298K $0 1 0.21% Maintained
2540
KMWM
Keudell/Morrison Wealth Management
Oregon
$298K +$1.74K 1 0.11% Increased
2541
LJAC
L.J. Altfest & Co
New York
$298K $0 1 0.06% Maintained
2542
SIM
SSI Investment Management
California
$298K $0 1 0.02% Maintained
2543
FAG
Fortitude Advisory Group
Washington
$297K +$10.6K 1 0.28% Increased
2544
1IA
1620 Investment Advisors
Massachusetts
$296K +$10.3K 1 0.44% Increased
2545
FCFC
First Citizens Financial Corp
Iowa
$296K +$4.88K 1 0.29% Increased
2546
EP
Essential Planning
New Hampshire
$295K +$327K 1 1.7% New
2547
MAM
Marotta Asset Management
Virginia
$295K $0 1 0.08% Maintained
2548
BFG
Bouchey Financial Group
New York
$294K $0 1 0.04% Maintained
2549
VRM
Vectors Research Management
New York
$294K -$84.3K 1 0.08% Reduced
2550
JWM
Jeppson Wealth Management
California
$292K -$27.7K 1 0.13% Reduced