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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
AWA
Arete Wealth Advisors
Illinois
$238K +$243K 1 0.06% New
2002
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$238K $0 1 0.11% Maintained
2003
BIA
BHK Investment Advisors
Alabama
$236K +$242K 1 0.16% New
2004
AWM
Altavista Wealth Management
North Carolina
$233K +$4.92K 1 0.09% Increased
2005
Flossbach Von Storch
Flossbach Von Storch
Germany
$232K $0 1 0% Maintained
2006
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$232K -$472K 1 0.02% Reduced
2007
TFA
Toth Financial Advisory
Virginia
$231K +$181K 1 0.05% Increased
2008
Capital Wealth Planning
Capital Wealth Planning
Florida
$230K $0 1 0.16% Maintained
2009
FIMG
Financial & Investment Management Group
Michigan
$230K $0 1 0.07% Maintained
2010
DA
Doliver Advisors
Texas
$229K $0 1 0.1% Maintained
2011
HCIA
Hochman Cole Investment Advisors
Illinois
$229K $0 1 0.15% Maintained
2012
Todd Asset Management
Todd Asset Management
Kentucky
$229K -$2.33K 1 0.01% Reduced
2013
FAM
Foresters Asset Management
Ontario, Canada
$228K $0 1 0.08% Maintained
2014
RFG Advisory
RFG Advisory
Alabama
$228K +$233K 1 0.07% New
2015
BA
BKS Advisors
Michigan
$227K +$232K 1 0.08% New
2016
EWM
Evermay Wealth Management
Virginia
$226K $0 1 0.08% Maintained
2017
JIP
Jaffetilchin Investment Partners
Florida
$226K -$234K 1 0.05% Reduced
2018
CIS
Connors Investor Services
Pennsylvania
$225K +$193K 1 0.03% New
2019
PA
Planning Alternatives
Michigan
$225K +$230K 1 0.04% New
2020
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$224K +$22.4K 1 0.06% Increased
2021
BWM
BerganKDV Wealth Management
Minnesota
$223K +$229K 6 0.05% New
2022
RP
Rice Partnership
Hawaii
$223K +$12.4K 1 0.15% Increased
2023
SCA
Strategic Capital Advisers
Colorado
$222K -$1.37M 1 0.16% Reduced
2024
HCM
HMS Capital Management
Tennessee
$221K +$226K 1 0.13% New
2025
TIP
Torray Investment Partners
Maryland
$220K -$7.32K 1 0.02% Reduced