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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
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$273K +$17K 1 0.03% Increased
2002
LRPA
L. Roy Papp & Associates
Arizona
$271K -$11.1K 1 0.05% Reduced
2003
AEPG
American Economic Planning Group
New Jersey
$270K +$262K 1 0.1% New
2004
APG
Abacus Planning Group
South Carolina
$269K +$260K 1 0.27% New
2005
Valmark Advisers
Valmark Advisers
Ohio
$269K +$260K 1 0.01% New
2006
ACM
Argyle Capital Management
Pennsylvania
$268K $0 1 0.1% Maintained
2007
NP
Ninepoint Partners
Ontario, Canada
$268K +$260K 1 0.02% New
2008
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$268K $0 1 0.13% Maintained
2009
AC
Addison Capital
Pennsylvania
$267K -$126K 1 0.21% Reduced
2010
HFP
Holistic Financial Partners
Indiana
$266K +$258K 3 0.22% New
2011
HCM
Howland Capital Management
Massachusetts
$266K +$257K 1 0.02% New
2012
CASB
Cape Ann Savings Bank
Massachusetts
$264K +$255K 1 0.33% New
2013
GA
Gateway Advisory
New Jersey
$264K +$256K 1 0.07% New
2014
JCP
Jabre Capital Partners
Switzerland
$264K +$250K 1 0.05% New
2015
QPWM
Quadrant Private Wealth Management
Pennsylvania
$264K +$255K 1 0.27% New
2016
AMCA
Arthur M. Cohen & Associates
Illinois
$262K +$294K 1 0.07% New
2017
CBT
Capital Bank & Trust
California
$262K -$130K 3 0% Reduced
2018
DIS
Diversified Investment Strategies
Louisiana
$262K $0 1 0.24% Maintained
2019
II
Ibex Investors
Colorado
$262K +$245K 1 0.15% New
2020
EF
Exeter Financial
Arizona
$261K +$253K 1 0.23% New
2021
Todd Asset Management
Todd Asset Management
Kentucky
$261K -$23.6K 1 0.01% Reduced
2022
IA
Independence Advisors
Pennsylvania
$258K -$4.29K 1 0.09% Reduced
2023
SCM
Stordahl Capital Management
Colorado
$257K +$249K 1 0.12% New
2024
FMW
Farr Miller & Washington
District of Columbia
$255K $0 1 0.02% Maintained
2025
AIA
Allegis Investment Advisors
Idaho
$254K +$5.1K 1 0.07% Increased