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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
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$32K -$118 1 0% Reduced
2002
AIS
Accurate Investment Solutions
Pennsylvania
$31K -$6.29K 3 0.03% Reduced
2003
GWS
Glassman Wealth Services
Virginia
$31K +$27K 4 0.02% Increased
2004
RFM
Royal Fund Management
Florida
$29K -$17.6K 3 0.01% Reduced
2005
DPA
Delphi Private Advisors
California
$27K $0 1 0.05% Maintained
2006
KIG
Kessler Investment Group
Indiana
$27K $0 1 0.03% Maintained
2007
AWMS
Advocacy Wealth Management Services
Georgia
$25K $0 1 0.01% Maintained
2008
LBG
Lloyds Banking Group
United Kingdom
$23K $0 1 0.22% Maintained
2009
RWG
Regal Wealth Group
California
$23K $0 1 0.02% Maintained
2010
SHJ
Sharkey, Howes & Javer
Colorado
$23K $0 1 0.01% Maintained
2011
HH
HWG Holdings
Texas
$22K +$22.2K 1 0.02% New
2012
HS
Horan Securities
United States
$21K +$118 1 0.02% Increased
2013
CT
Clearstead Trust
Maine
$20K +$19.6K 1 0.02% New
2014
GWI
Grace & White Inc
New York
$20K $0 1 0% Maintained
2015
H
Hexavest
Quebec, Canada
$18K $0 1 0% Maintained
2016
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$18K -$273K 1 0.01% Reduced
2017
TJHA
Thomas J. Herzfeld Advisors
Florida
$18K -$15.4K 2 0.01% Reduced
2018
SA
SRH Advisors
Kansas
$17K $0 1 0.08% Maintained
2019
Guinness Asset Management
Guinness Asset Management
United Kingdom
$16K +$4.65K 2 0% Increased
2020
MUS
Mitsubishi UFJ Securities
Japan
$16K -$19.5K 1 0.09% Reduced
2021
Pathstone Family Office
Pathstone Family Office
New Jersey
$16K +$1.28K 2 0.01% Increased
2022
VCM
Vigilant Capital Management
Maine
$15K +$2.23K 2 0% Increased
2023
WAM
Watermark Asset Management
California
$15K $0 1 0.01% Maintained
2024
LA
Legacy Advisors
Pennsylvania
$14K $0 1 0.02% Maintained
2025
CAL
Capital Advisors Ltd
Ohio
$13K $0 2 0% Maintained