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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
JCM
Jacobi Capital Management
Pennsylvania
$328K +$24.9K 4 0.09% Increased
1927
PWM
Paulson Wealth Management
Illinois
$327K -$167K 1 0.27% Reduced
1928
V
VeraBank
Texas
$327K +$358K 1 0.35% New
1929
LJHT
Laurie J. Hall Trustee
$326K -$64.8K 3 0.18% Reduced
1930
KP
Keel Point
Alabama
$324K -$45.3K 1 0.04% Reduced
1931
EF
Exeter Financial
Arizona
$323K +$5.87K 1 0.3% Increased
1932
BW
Bison Wealth
Georgia
$322K -$224K 1 0.23% Reduced
1933
CWA Asset Management Group
CWA Asset Management Group
Florida
$322K -$12.6K 1 0.08% Reduced
1934
FPCP
Fort Point Capital Partners
California
$322K -$243K 1 0.13% Reduced
1935
CWM
Chesapeake Wealth Management
Virginia
$319K -$44.1K 1 0.16% Reduced
1936
FI
Fosun International
China
$319K -$33K 1 0.02% Reduced
1937
GAM
Grandview Asset Management
Pennsylvania
$319K +$350K 1 0.34% New
1938
LWS
Lucia Wealth Services
California
$319K -$510K 1 0.15% Reduced
1939
DLHL
Donald L. Hagan LLC
Florida
$317K -$15.2K 1 0.29% Reduced
1940
EGA
E&G Advisors
Texas
$317K +$45.3K 1 0.14% Increased
1941
BPCA
Bank Pictet & Cie (Asia)
Singapore
$316K -$240K 1 0.17% Reduced
1942
SCM
SG Capital Management
Illinois
$315K -$1.02M 1 0.09% Reduced
1943
CASB
Cape Ann Savings Bank
Massachusetts
$314K +$1.64K 1 0.38% Increased
1944
GAG
GM Advisory Group
New York
$314K -$60.6K 1 0.12% Reduced
1945
SP
SWS Partners
Ohio
$314K -$8.05K 1 0.24% Reduced
1946
FDCC
Foster Dykema Cabot & Co
Massachusetts
$313K -$348K 1 0.06% Reduced
1947
HWMG
Hurlow Wealth Management Group
Indiana
$313K +$315K 1 0.38% New
1948
PFM
Parsec Financial Management
North Carolina
$313K -$8.87K 1 0.02% Reduced
1949
PB
Pinnacle Bancorp
Nebraska
$313K +$344K 3 0.19% New
1950
LFDLE
La Financiere de L'Echiquier
France
$312K +$342K 1 0.06% New