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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
IA
Independence Advisors
Pennsylvania
$280K -$8.79K 1 0.08% Reduced
2002
Valmark Advisers
Valmark Advisers
Ohio
$280K -$3.12K 1 0.01% Reduced
2003
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$279K +$9.64K 1 0.02% Increased
2004
Mission Wealth Management
Mission Wealth Management
California
$278K -$14.6K 1 0.04% Reduced
2005
FMW
Farr Miller & Washington
District of Columbia
$277K $0 1 0.02% Maintained
2006
HFP
Holistic Financial Partners
Indiana
$277K +$261K 1 0.26% New
2007
Loews Corp
Loews Corp
New York
$277K $0 1 0% Maintained
2008
MFW
Mosaic Family Wealth
Missouri
$277K -$15.2K 3 0.11% Reduced
2009
FCM
Firsthand Capital Management
California
$276K $0 2 0.13% Maintained
2010
AWM
Altavista Wealth Management
North Carolina
$275K +$5.53K 1 0.1% Increased
2011
DA
DSC Advisors
Illinois
$275K +$25.9K 1 0.04% Increased
2012
TDC
Thompson Davis & Co
Virginia
$275K -$153K 6 0.6% Reduced
2013
PA
Planning Alternatives
Michigan
$273K +$12.8K 1 0.05% Increased
2014
PCFFS
Pacific Center for Financial Services
California
$272K +$39.5K 3 0.13% Increased
2015
ABA
American Beacon Advisors
Texas
$270K +$46.7K 1 1.83% Increased
2016
WIM
Westside Investment Management
California
$270K -$41.4K 4 0.09% Reduced
2017
Flossbach Von Storch
Flossbach Von Storch
Germany
$268K $0 1 0% Maintained
2018
WA1
Wimmer Associates 1
California
$268K -$37.4K 1 0.22% Reduced
2019
CCT
Country Club Trust
Missouri
$267K -$29.3K 1 0.03% Reduced
2020
TG
TLP Group
Illinois
$266K +$180K 4 0.42% Increased
2021
CCB
Cutter & Co Brokerage
Missouri
$265K +$21.5K 1 0.09% Increased
2022
HCIA
Hochman Cole Investment Advisors
Illinois
$265K $0 1 0.17% Maintained
2023
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$264K +$248K 1 0.34% New
2024
FIMG
Financial & Investment Management Group
Michigan
$263K $0 1 0.09% Maintained
2025
HCM
Hollencrest Capital Management
California
$262K +$338K 1 0.02% New