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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
2776
CCB
Cutter & Co Brokerage
Missouri
$287K -$5.2K 1 0.08% Reduced
2777
BIC
Beach Investment Counsel
Pennsylvania
$287K $0 1 0.03% Maintained
2778
SA
Shilanski & Associates
Alaska
$287K +$535 1 0.12% Increased
2779
PIM
Progressive Investment Management
Oregon
$287K $0 1 0.09% Maintained
2780
SWA
Sutton Wealth Advisors
Florida
$287K +$19.2K 5 0.14% Increased
2781
GWM
Gray Wealth Management
Maine
$286K -$4.44K 1 0.14% Reduced
2782
CIA
CCM Investment Advisers
South Carolina
$284K -$93.8K 1 0.04% Reduced
2783
BDFN
Bond & Devick Financial Network
Minnesota
$284K -$406K 1 0.18% Reduced
2784
SFI
SPC Financial Inc
Maryland
$284K +$256K 1 0.03% New
2785
FM
Family Management
New York
$284K +$269K 1 0.06% New
2786
FWM
Forza Wealth Management
Florida
$283K -$693K 1 0.14% Reduced
2787
SPWM
Schrum Private Wealth Management
Florida
$282K +$186 1 0.3% Increased
2788
PP
PFS Partners
New Jersey
$281K -$28.8K 6 0.24% Reduced
2789
SAM
S.A. Mason
Michigan
$280K $0 1 0.2% Maintained
2790
MPMG
Minneapolis Portfolio Management Group
Minnesota
$280K $0 1 0.04% Maintained
2791
EWM
Endowment Wealth Management
Wisconsin
$280K +$17.5K 1 0.26% Increased
2792
T
TRUADVICE
Florida
$279K -$23.6K 1 0.1% Reduced
2793
KOC
Koss-Olinger Consulting
Florida
$278K +$230K 1 0.03% New
2794
AA
AlphaQ Advisors
Florida
$278K -$2.13K 1 0.2% Reduced
2795
FANJ
Financial Architects (New Jersey)
New Jersey
$277K -$15.4K 1 0.04% Reduced
2796
BMC
Benin Management Corp
Connecticut
$277K +$40.7K 1 0.1% Increased
2797
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$275K $0 1 0.27% Maintained
2798
AIM
AMI Investment Management
Indiana
$275K $0 1 0.12% Maintained
2799
MSWM
McGlone Suttner Wealth Management
Wisconsin
$273K +$4.09K 1 0.06% Increased
2800
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$273K +$259K 1 0.05% New