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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
2201
H
Hexavest
Quebec, Canada
$17K $0 1 0% Maintained
2202
SCA
Stuart Chaussee & Associates
California
$17K $0 2 0.07% Maintained
2203
WAM
Watermark Asset Management
California
$15K -$3.47K 2 0.01% Reduced
2204
CPA
Clear Perspective Advisors
Illinois
$14K $0 2 0.01% Maintained
2205
GWI
Grace & White Inc
New York
$14K $0 1 0% Maintained
2206
CAL
Capital Advisors Ltd
Ohio
$13K $0 2 0% Maintained
2207
NWM
Northwest Wealth Management
Iowa
$13K +$13K 3 0.01% New
2208
Sageworth Trust
Sageworth Trust
Pennsylvania
$13K +$14.1K 1 0% New
2209
SLF
Sun Life Financial
Ontario, Canada
$12.4K -$1.31M 2 0.11% Reduced
2210
FMA
FNY Managed Accounts
New York
$12K -$15.7K 5 0.01% Reduced
2211
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$12K +$11.8K 2 0% New
2212
RWM
Raffa Wealth Management
District of Columbia
$11.7K -$22.8K 7 0% Reduced
2213
CA
Crewe Advisors
Utah
$11K +$11.7K 1 0.01% New
2214
KC
KHP Capital
Oklahoma
$10K +$10.5K 1 0.01% New
2215
MUS
Mitsubishi UFJ Securities
Japan
$9K $0 1 0.03% Maintained
2216
TJHA
Thomas J. Herzfeld Advisors
Florida
$8K $0 1 0% Maintained
2217
DA
Denali Advisors
California
$7K +$3.48K 1 0% Increased
2218
OBWP
O'Brien Wealth Partners
Massachusetts
$7K +$6.92K 1 0% New
2219
SIS
Sound Income Strategies
Florida
$7K $0 2 0% Maintained
2220
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$5K $0 1 0% Maintained
2221
DWA
Divergent Wealth Advisors
Utah
$3K +$3.04K 1 0% New
2222
OPWM
Oak Point Wealth Management
Michigan
$3K $0 1 0% Maintained
2223
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$3K $0 2 0% Maintained
2224
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1K $0 1 0% Maintained
2225
CFN
Cordasco Financial Network
Florida
$1K +$1.44K 1 0% New