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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
2176
AMG
Advisors Management Group
Wisconsin
$350K $0 1 0.15% Maintained
2177
BG
Berry Group
Massachusetts
$350K $0 1 0.19% Maintained
2178
EWM
EPG Wealth Management
Georgia
$349K +$26K 1 0.26% Increased
2179
DA
Detalus Advisors
Missouri
$347K +$37.7K 1 0.25% Increased
2180
SSG
Summit Securities Group
New York
$346K $0 1 0.04% Maintained
2181
SC
Steph & Co
Wisconsin
$345K +$60K 2 0.32% Increased
2182
SFA
Stewardship Financial Advisors
Georgia
$345K $0 1 0.14% Maintained
2183
SG
StoneX Group
New York
$344K +$38.3K 1 0.11% Increased
2184
HFAS
Hummer Financial Advisory Services
Illinois
$341K -$15.8K 1 0.4% Reduced
2185
Procyon Advisors
Procyon Advisors
Connecticut
$341K -$400K 1 0.19% Reduced
2186
BPCA
Bank Pictet & Cie (Asia)
Singapore
$340K -$1.05M 1 0.13% Reduced
2187
BBA
Braun-Bostich & Associates
Pennsylvania
$336K -$261K 2 0.33% Reduced
2188
BFA
Beacon Financial Advisory
Ohio
$335K -$3.42K 1 0.29% Reduced
2189
AWM
AllSquare Wealth Management
New York
$334K -$30.5K 6 0.24% Reduced
2190
TFS
TrustCore Financial Services
Tennessee
$334K +$25.9K 3 0.05% Increased
2191
IA
IFG Advisors
Missouri
$333K +$4.75K 1 0.24% Increased
2192
Balentine LLC
Balentine LLC
Georgia
$331K -$74K 1 0.02% Reduced
2193
BW
Bison Wealth
Georgia
$331K -$2.67K 1 0.19% Reduced
2194
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$331K +$317K 1 0.08% New
2195
Riverbridge Partners
Riverbridge Partners
Minnesota
$329K $0 1 0% Maintained
2196
SIAS
Shine Investment Advisory Services
Colorado
$328K -$5.35K 4 0.11% Reduced
2197
SF
Symphony Financial
Texas
$328K -$11.3K 1 0.13% Reduced
2198
ACM
AUA Capital Management
Pennsylvania
$327K +$131K 4 0.27% Increased
2199
CGA
Crescent Grove Advisors
Illinois
$327K +$313K 1 0.07% New
2200
LFA
Legacy Financial Advisors
Kentucky
$325K +$311K 1 0.1% New