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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
2001
NCM
New Capital Management
Texas
$9K $0 1 0.02% Maintained
2002
ED
Exane Derivatives
France
$8.85K -$13.6K 5 0% Reduced
2003
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K $0 1 0% Maintained
2004
CPA
Clear Perspective Advisors
Illinois
$6K $0 1 0% Maintained
2005
BCFS
Butensky & Cohen Financial Security
Florida
$5K -$3.98K 1 0% Reduced
2006
Financial Engines Advisors
Financial Engines Advisors
California
$5K +$5.31K 2 0% New
2007
PSC
Prentiss Smith & Co
Vermont
$5K $0 1 0% Maintained
2008
CWM
Cedar Wealth Management
California
$4K $0 1 0% Maintained
2009
ST
Somerset Trust
Pennsylvania
$4K +$3.64K 1 0% New
2010
FFW
Fusion Family Wealth
New York
$3K -$10.3K 1 0% Reduced
2011
LCM
Liberty Capital Management
Michigan
$3K $0 1 0% Maintained
2012
GWS
Glassman Wealth Services
Virginia
$2K -$5.33K 2 0% Reduced
2013
Group One Trading
Group One Trading
Illinois
$2K -$295K 1 0% Reduced
2014
WCM
Wealthcare Capital Management
Virginia
$2K $0 2 0% Maintained
2015
KLWA
Kelly Lawrence W & Associates
California
$1K +$1.03K 2 0% New
2016
MTIP
Magee Thomson Investment Partners
California
$1K -$5.97M 1 0% Reduced
2017
TFA
Transamerica Financial Advisors
Florida
$1K +$110 1 0% Increased
2018
SLF
Sun Life Financial
Ontario, Canada
$434 +$7.24K 2 0% New
2019
Accredited Investors
Accredited Investors
Minnesota
$0 -$296K 0 – Closed
2020
ACM
AidennLair Capital Management
New York
$0 -$4.61M 0 – Closed
2021
AIS
AlphaOne Investment Services
Pennsylvania
$0 -$3.3M 0 – Closed
2022
AAM
Amerigo Asset Management
Cayman Islands
$0 -$100M 0 – Closed
2023
ABC
Anchor Bolt Capital
Illinois
$0 -$45.1M 0 – Closed
2024
AC
Argentiere Capital
Switzerland
$0 -$2.42M 0 – Closed
2025
AC
Ascend Capital
California
$0 -$42.3M 0 – Closed