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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
1951
HCM
Highlander Capital Management
New Jersey
$116K $0 1 0.09% Maintained
1952
MWM
Mascoma Wealth Management
New Hampshire
$114K +$58.8K 1 0.08% Increased
1953
BWA
Burt Wealth Advisors
Maryland
$113K $0 2 0.07% Maintained
1954
BWA
BDO Wealth Advisors
Florida
$111K +$43.4K 3 0.06% Increased
1955
JAM
Jolley Asset Management
North Carolina
$110K $0 1 0.07% Maintained
1956
GWA
Guidant Wealth Advisors
Illinois
$109K $0 1 0.08% Maintained
1957
LC
Landaas & Company
Wisconsin
$104K +$102K 2 0.09% New
1958
CFD
Creative Financial Designs
Indiana
$103K +$63K 6 0.06% Increased
1959
DSN
D. Scott Neal
Kentucky
$103K $0 2 0.06% Maintained
1960
VIM
Veritas Investment Management
United Kingdom
$103K $0 1 0.01% Maintained
1961
ATC
Adirondack Trust Company
New York
$102K $0 1 0.08% Maintained
1962
HWP
Hefty Wealth Partners
Indiana
$98K $0 1 0.06% Maintained
1963
ARMC
American Research & Management Company
Massachusetts
$93K $0 2 0.03% Maintained
1964
NC
NewSquare Capital
Pennsylvania
$93K +$35.1K 1 0.02% Increased
1965
SHJ
Sharkey, Howes & Javer
Colorado
$93K +$67.2K 2 0.05% Increased
1966
MCM
MV Capital Management
Maryland
$90K $0 1 0.03% Maintained
1967
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$89K $0 3 0.04% Maintained
1968
TC
Trust Company
Kansas
$86K $0 1 0.05% Maintained
1969
BWM
Baystate Wealth Management
Massachusetts
$84K -$30.4K 4 0.01% Reduced
1970
FMA
FNY Managed Accounts
New York
$83K +$81.5K 4 0.11% New
1971
TFO
Tarbox Family Office
California
$80K +$5.54K 5 0.04% Increased
1972
CFG
CKW Financial Group
Hawaii
$78K -$67.5K 1 0.02% Reduced
1973
QAM
QCI Asset Management
New York
$78K -$3.47K 2 0.01% Reduced
1974
CFN
Cordasco Financial Network
Florida
$77K -$2K 1 0.08% Reduced
1975
EWM
Edge Wealth Management
New York
$76K $0 3 0.02% Maintained