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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
3126
FC
Financial Council
Maryland
$217K +$198K 1 0.15% New
3127
PRS
Pinkerton Retirement Specialists
Idaho
$217K +$194K 1 0.04% New
3128
CSWM
Cassady Schiller Wealth Management
Ohio
$216K $0 2 0.11% Maintained
3129
ACA
American Capital Advisory
Idaho
$216K +$198K 3 0.15% New
3130
BB
Bell Bank
North Dakota
$216K +$197K 1 0.02% New
3131
HC
Hourglass Capital
Texas
$215K +$196K 1 0.07% New
3132
APA
Astoria Portfolio Advisors
New York
$215K +$186K 1 0.09% New
3133
SHFA
SC&H Financial Advisors
Maryland
$215K +$193K 1 0.06% New
3134
CAM
CPA Asset Management
Florida
$215K $0 1 0.13% Maintained
3135
BOS
Bank of Stockton
California
$215K -$28.7K 1 0.07% Reduced
3136
PP
PrairieView Partners
Minnesota
$214K -$129K 2 0.03% Reduced
3137
TFA
Tobias Financial Advisors
Florida
$214K +$192K 1 0.05% New
3138
PPG
Peak Planning Group
Colorado
$214K -$49.7K 1 0.15% Reduced
3139
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$213K -$107K 1 0.03% Reduced
3140
MWP
Madison Wealth Partners
Wisconsin
$213K $0 1 0.08% Maintained
3141
PPW
Parcion Private Wealth
Washington
$213K $0 1 0.02% Maintained
3142
MSCM
McElhenny Sheffield Capital Management
Texas
$212K +$194K 1 0.09% New
3143
PP
Pacifica Partners
Canada
$212K $0 4 0.1% Maintained
3144
FWM
FSA Wealth Management
Massachusetts
$212K +$193K 4 0.1% New
3145
SWA
SOA Wealth Advisors
New York
$212K -$35.3K 4 0.05% Reduced
3146
FFA
Frazier Financial Advisors
Ohio
$211K +$191K 12 0.18% New
3147
TW
Traveka Wealth
California
$211K +$193K 1 0.11% New
3148
TC
Trust Company
Kansas
$211K $0 1 0.03% Maintained
3149
GLLW
Graves Light Lenhart Wealth
Virginia
$211K +$193K 1 0.03% New
3150
EA
Echo45 Advisors
California
$211K +$192K 1 0.16% New