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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
Park Avenue Securities
Park Avenue Securities
New York
$245K +$56.9K 1 0.05% Increased
2002
CPA
Cowen Prime Advisors
New York
$244K $0 1 0.14% Maintained
2003
Todd Asset Management
Todd Asset Management
Kentucky
$244K +$2.47K 1 0.01% Increased
2004
IA
Independence Advisors
Pennsylvania
$243K $0 1 0.08% Maintained
2005
ADL
Asset Dedication LLC
California
$242K +$25K 2 0.12% Increased
2006
SCM
Stordahl Capital Management
Colorado
$242K $0 1 0.12% Maintained
2007
SWA
Sutton Wealth Advisors
Florida
$241K +$13.2K 7 0.17% Increased
2008
FMW
Farr Miller & Washington
District of Columbia
$240K $0 1 0.02% Maintained
2009
FCM
Firsthand Capital Management
California
$240K $0 2 0.13% Maintained
2010
FHB
First Hawaiian Bank
Hawaii
$240K +$254K 1 0.03% New
2011
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$240K -$17.6K 1 0.02% Reduced
2012
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$238K -$15.2K 1 0.11% Reduced
2013
Diversified Trust
Diversified Trust
Tennessee
$237K +$16.5K 1 0.02% Increased
2014
GAM
Gould Asset Management
California
$236K -$103K 1 0.1% Reduced
2015
GTAM
Global Trust Asset Management
Florida
$235K -$60.5K 2 0.19% Reduced
2016
FPB
First PREMIER Bank
South Dakota
$234K +$9.49K 2 0.17% Increased
2017
Flossbach Von Storch
Flossbach Von Storch
Germany
$233K +$247K 1 0% New
2018
DC
DeDora Capital
California
$232K +$3.49K 1 0.19% Increased
2019
Capital Wealth Planning
Capital Wealth Planning
Florida
$231K +$244K 1 0.16% New
2020
ICA
Infrastructure Capital Advisors
New York
$231K -$582K 1 0.02% Reduced
2021
DA
Doliver Advisors
Texas
$230K +$244K 1 0.1% New
2022
HCIA
Hochman Cole Investment Advisors
Illinois
$230K $0 1 0.16% Maintained
2023
PFM
Parsec Financial Management
North Carolina
$230K +$1.25K 1 0.02% Increased
2024
Simplicity Solutions
Simplicity Solutions
Minnesota
$230K -$350K 1 0.02% Reduced
2025
AWM
Altavista Wealth Management
North Carolina
$229K $0 1 0.1% Maintained