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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
1926
KIG
Kessler Investment Group
Indiana
$23K -$102 1 0.03% Reduced
1927
RWG
Regal Wealth Group
California
$23K -$102 2 0.02% Reduced
1928
AWMS
Advocacy Wealth Management Services
Georgia
$22K -$24.7K 1 0.01% Reduced
1929
KA
KLCM Advisors
Wisconsin
$22K -$6.33K 1 0.01% Reduced
1930
LBG
Lloyds Banking Group
United Kingdom
$20K -$102 1 0.17% Reduced
1931
SHJ
Sharkey, Howes & Javer
Colorado
$19K $0 1 0.01% Maintained
1932
ED
Exane Derivatives
France
$19K $0 5 0% Maintained
1933
GWA
Guidant Wealth Advisors
Illinois
$18K -$102 1 0.01% Reduced
1934
Guinness Asset Management
Guinness Asset Management
United Kingdom
$17K +$16.3K 2 0% New
1935
H
Hexavest
Quebec, Canada
$15K $0 1 0% Maintained
1936
RWM
Raffa Wealth Management
District of Columbia
$14.8K +$1.47K 8 0.01% Increased
1937
SA
SRH Advisors
Kansas
$14K -$102 1 0.07% Reduced
1938
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$14K +$243 2 0% Increased
1939
FFW
Fusion Family Wealth
New York
$13K +$12.8K 1 0.01% New
1940
CP
Corbenic Partners
Pennsylvania
$12K $0 1 0.01% Maintained
1941
LA
Legacy Advisors
Pennsylvania
$12K +$11.9K 1 0.02% New
1942
CAL
Capital Advisors Ltd
Ohio
$11K +$4.88K 2 0% Increased
1943
FPB
First PREMIER Bank
South Dakota
$11K -$66.4K 2 0.01% Reduced
1944
TWMP
Taylor Wealth Management Partners
Massachusetts
$11K -$5K 1 0.01% Reduced
1945
IWC
Integrated Wealth Counsel
California
$10K $0 1 0.02% Maintained
1946
LYV
Live Your Vision
Pennsylvania
$9K -$15K 2 0% Reduced
1947
NCM
New Capital Management
Texas
$9K +$8.54K 1 0.01% New
1948
BCFS
Butensky & Cohen Financial Security
Florida
$8K $0 1 0.01% Maintained
1949
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$7K -$10.9K 2 0% Reduced
1950
GWS
Glassman Wealth Services
Virginia
$7K +$7.88K 2 0% New