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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
2226
GWI
Grace & White Inc
New York
$15K $0 1 0% Maintained
2227
NWM
Northwest Wealth Management
Iowa
$14K $0 3 0.01% Maintained
2228
WAM
Watermark Asset Management
California
$14K -$1.68K 1 0.01% Reduced
2229
RWM
Raffa Wealth Management
District of Columbia
$13.5K +$1.28K 8 0% Increased
2230
MF
MHI Funds
New York
$13K +$1.58K 1 0.01% Increased
2231
LWA
Lowe Wealth Advisors
Maryland
$12K +$12.8K 4 0.01% Increased
2232
KC
KHP Capital
Oklahoma
$11K $0 1 0.01% Maintained
2233
SIS
Sound Income Strategies
Florida
$11K +$3.35K 3 0.01% Increased
2234
OBWP
O'Brien Wealth Partners
Massachusetts
$10K +$3.14K 2 0.01% Increased
2235
CH
Canton Hathaway
Rhode Island
$9K +$8.65K 1 0.01% New
2236
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$9K -$9.35K 3 0% Reduced
2237
Advent Capital Management
Advent Capital Management
New York
$5K +$4.39K 1 0% New
2238
DA
Denali Advisors
California
$5K -$3.35K 1 0% Reduced
2239
TJHA
Thomas J. Herzfeld Advisors
Florida
$5K -$2.11K 1 0% Reduced
2240
LWA
Lenox Wealth Advisors
New York
$4K -$32.3K 2 0% Reduced
2241
MCM
Monument Capital Management
Virginia
$3K +$3.06K 1 0% New
2242
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$3K $0 2 0% Maintained
2243
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$2K $0 1 0% Maintained
2244
OAJ
Ogorek Anthony Joseph
New York
$2K -$47.1K 1 0% Reduced
2245
Pathstone Family Office
Pathstone Family Office
New Jersey
$1K -$10.3K 1 0% Reduced
2246
PS
Portfolio Strategies
New York
$1K $0 1 0% Maintained
2247
SWM
Selective Wealth Management
Virginia
$1K +$1.33K 1 0.01% New
2248
1C
1060 Capital
Colorado
$0 -$4.87M 0 – Closed
2249
AWA
Acorn Wealth Advisors
Michigan
$0 -$47K 0 – Closed
2250
AIA
Affinity Investment Advisors
California
$0 -$1.8M 0 – Closed