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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
1426
CFA
Carroll Financial Associates
North Carolina
$840K +$59.7K 4 0.14% Increased
1427
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$835K -$57.1K 1 0.52% Reduced
1428
TIA
Tiemann Investment Advisors
California
$835K +$16.1K 3 0.78% Increased
1429
BHBT
Burke & Herbert Bank & Trust
Virginia
$834K +$26K 2 0.76% Increased
1430
VWM
Venturi Wealth Management
Texas
$833K +$117K 1 0.28% Increased
1431
CB
Community Bank
New York
$829K -$6.89K 2 0.2% Reduced
1432
SBIA
Sheaff Brock Investment Advisors
Indiana
$829K +$121K 2 0.11% Increased
1433
BCA
Benchmark Capital Advisors
New York
$821K +$781K 1 0.67% New
1434
NBC
Neuberger Berman Canada
Ontario, Canada
$820K -$260K 1 0.26% Reduced
1435
FFA
First Foundation Advisors
California
$819K +$192K 2 0.06% Increased
1436
FA
Fagan Associates
New York
$815K $0 1 0.52% Maintained
1437
GHA
GW Henssler & Associates
Georgia
$810K +$8.53K 2 0.09% Increased
1438
PC
Pecaut & Co
Iowa
$808K -$54.7K 1 0.84% Reduced
1439
PCMM
Private Capital Management (Minnesota)
Minnesota
$802K -$353K 2 0.79% Reduced
1440
Busey Bank
Busey Bank
Illinois
$795K -$31.3K 2 0.1% Reduced
1441
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$793K +$172K 2 0.26% Increased
1442
SGAM
Steinberg Global Asset Management
Florida
$792K -$40.1K 1 0.14% Reduced
1443
Intact Investment Management
Intact Investment Management
Quebec, Canada
$791K $0 1 0.03% Maintained
1444
LIC
Lodestar Investment Counsel
Illinois
$786K -$162K 2 0.11% Reduced
1445
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$780K +$215K 2 0.12% Increased
1446
SLF
Sun Life Financial
Ontario, Canada
$773K -$471K 1 0.09% Reduced
1447
TYCC
Texas Yale Capital Corp
Florida
$772K $0 2 0.08% Maintained
1448
DP
Dearborn Partners
Illinois
$768K $0 2 0.07% Maintained
1449
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$766K +$236K 2 0.1% Increased
1450
RB
Rodgers Brothers
Pennsylvania
$765K +$11.4K 1 0.32% Increased