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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
MFT
Moisand Fitzgerald Tamayo
Florida
$32K +$30.6K 1 0.02% New
2002
RFM
Royal Fund Management
Florida
$32K $0 2 0.01% Maintained
2003
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$32K +$31.6K 1 0% New
2004
CP
Corbenic Partners
Pennsylvania
$31K +$29.6K 1 0.04% New
2005
AIM
Arcadia Investment Management
Michigan
$30K -$14.2K 2 0.01% Reduced
2006
KIG
Kessler Investment Group
Indiana
$29K $0 1 0.04% Maintained
2007
DPA
Delphi Private Advisors
California
$28K $0 1 0.08% Maintained
2008
AWMS
Advocacy Wealth Management Services
Georgia
$27K $0 1 0.01% Maintained
2009
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$25K +$24.4K 2 0.02% New
2010
LBG
Lloyds Banking Group
United Kingdom
$25K $0 1 0.25% Maintained
2011
RWG
Regal Wealth Group
California
$25K $0 1 0.02% Maintained
2012
HS
Horan Securities
United States
$23K +$124 1 0.02% Increased
2013
HRC
Hoertkorn Richard Charles
$22K +$21.5K 1 0.01% New
2014
AIS
Accurate Investment Solutions
Pennsylvania
$21K -$7.88K 1 0.02% Reduced
2015
CT
Clearstead Trust
Maine
$21K $0 1 0.02% Maintained
2016
VCM
Vigilant Capital Management
Maine
$21K +$4.95K 1 0% Increased
2017
GWI
Grace & White Inc
New York
$18K $0 1 0% Maintained
2018
H
Hexavest
Quebec, Canada
$18K $0 1 0% Maintained
2019
SA
SRH Advisors
Kansas
$18K $0 1 0.08% Maintained
2020
Guinness Asset Management
Guinness Asset Management
United Kingdom
$17K $0 2 0% Maintained
2021
MUS
Mitsubishi UFJ Securities
Japan
$17K $0 1 0.08% Maintained
2022
TJHA
Thomas J. Herzfeld Advisors
Florida
$16K -$1.77K 2 0.01% Reduced
2023
WAM
Watermark Asset Management
California
$16K $0 1 0.01% Maintained
2024
CPA
Clear Perspective Advisors
Illinois
$15K +$8.84K 2 0.01% Increased
2025
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$14K +$4.57K 3 0% Increased