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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
3526
CFA
Capstone Financial Advisors
Illinois
$209K -$12.7K 1 0.01% Reduced
3527
FC
Fjell Capital
North Dakota
$209K +$209K 1 0.16% New
3528
VFS
Valpey Financial Services
New Hampshire
$209K -$12.7K 1 0.13% Reduced
3529
NFP
Narus Financial Partners
Utah
$209K +$214K 1 0.06% New
3530
FPCG
Forum Private Client Group
Indiana
$208K $0 1 0.07% Maintained
3531
CCWP
Cedar Cove Wealth Partners
Minnesota
$208K +$221K 1 0.11% New
3532
ANBT
American National Bank & Trust
Texas
$208K -$25.6K 4 0.02% Reduced
3533
CF
Claris Financial
Virginia
$207K +$199K 1 0.11% New
3534
CVM
Cheviot Value Management
California
$207K +$26.1K 2 0.02% Increased
3535
CHA
Cooper/Haims Advisors
New York
$207K -$12.5K 1 0.09% Reduced
3536
CWM
Chesapeake Wealth Management
Virginia
$206K -$17.8K 1 0.06% Reduced
3537
DAS
Daybright Advisory Services
Florida
$206K +$206K 1 0.05% New
3538
HIS
Horizon Investment Services
Indiana
$205K $0 1 0.07% Maintained
3539
FWM
Forteris Wealth Management
New York
$205K +$205K 1 0.2% New
3540
OFS
OMC Financial Services
New York
$205K -$12.5K 1 0.08% Reduced
3541
AFG
ABLE Financial Group
Arizona
$205K -$15.1K 1 0.04% Reduced
3542
MHB
Midwest Heritage Bank
Iowa
$204K +$587 1 0.07% Increased
3543
TC
Town Capital
Maryland
$204K +$195K 1 0.17% New
3544
SWA
ShankerValleau Wealth Advisors
Illinois
$204K $0 1 0.06% Maintained
3545
GMFG
Greater Midwest Financial Group
Minnesota
$203K -$2.78M 1 0.11% Reduced
3546
GPW
Genesis Private Wealth
Virginia
$203K -$263K 1 0.06% Reduced
3547
IF
Integrity Financial
Wyoming
$203K -$34.2K 1 0.1% Reduced
3548
CCMI
Creative Capital Management Investments
California
$203K -$51.4K 4 0.06% Reduced
3549
WDL
Well Done LLC
Michigan
$203K +$204K 1 0.03% New
3550
MBWA
Marin Bay Wealth Advisors
California
$203K +$216K 1 0.12% New