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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
3026
RWS
RASP Wealth Solutions
Indiana
$343K +$327K 1 0.11% New
3027
CL
CLG LLC
California
$343K -$363K 1 0.08% Reduced
3028
BSB
Bangor Savings Bank
Maine
$342K -$496K 3 0.03% Reduced
3029
FGWP
Founders Grove Wealth Partners
Virginia
$342K -$394K 1 0.07% Reduced
3030
EWM
Endowment Wealth Management
Wisconsin
$342K -$2.81K 1 0.13% Reduced
3031
AWM
Ameliora Wealth Management
Switzerland
$341K +$264K 2 0.1% Increased
3032
SSG
Summit Securities Group
New York
$341K +$201K 3 0.03% Increased
3033
CA
Capital Advantage
California
$340K +$22.9K 1 0.04% Increased
3034
GW
Graetz Wealth
Michigan
$340K $0 1 0.27% Maintained
3035
HI
Human Investing
Oregon
$340K -$9.35K 1 0.04% Reduced
3036
BAMG
Brand Asset Management Group
Missouri
$339K +$5.79K 1 0.08% Increased
3037
PPG
Peak Planning Group
Colorado
$339K +$847 1 0.08% Increased
3038
NFC
Northstar Financial Companies
Pennsylvania
$339K +$6.99K 1 0.23% Increased
3039
MFGM
Marshall Financial Group (Maryland)
Maryland
$338K -$1.18M 1 0.05% Reduced
3040
FTIA
Four Tree Island Advisory
New Hampshire
$337K $0 1 0.11% Maintained
3041
CNB
Camden National Bank
Maine
$336K -$1.18M 1 0.04% Reduced
3042
GMFG
Greater Midwest Financial Group
Minnesota
$336K -$706 1 0.17% Reduced
3043
BC
Bayforest Capital
United Kingdom
$335K +$118K 6 0.31% Increased
3044
Banco Santander
Banco Santander
Spain
$335K -$14.9M 1 0% Reduced
3045
WAG
Wilkerson Advisory Group
Missouri
$334K -$186K 5 0.1% Reduced
3046
WRPWM
Werba Rubin Papier Wealth Management
California
$334K -$176K 1 0.04% Reduced
3047
WBC
Westpac Banking Corp
Australia
$333K -$108K 3 0.02% Reduced
3048
WPA
Wealth Preservation Advisors
Tennessee
$332K -$93.7K 1 0.19% Reduced
3049
IBOK
Independence Bank of Kentucky
Kentucky
$332K -$2.12M 2 0.04% Reduced
3050
MHR
Matthew Hamilton Rosenberg
$330K -$133K 4 0.06% Reduced