← All themes Electrification & Grid

Energy Storage

Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.

26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2826
IAG
Innovative Advisory Group
Massachusetts
$867K -$7.16K 1 0.66% Reduced
2827
DIP
DT Investment Partners
Pennsylvania
$866K $0 1 0.06% Maintained
2828
SWA
Strata Wealth Advisors
Texas
$865K +$40.2K 1 0.21% Increased
2829
HBW
Hazlett, Burt & Watson
West Virginia
$864K +$95.5K 1 0.23% Increased
2830
CPC
Consolidated Planning Corp
Georgia
$863K +$14.7K 1 0.12% Increased
2831
BIS
BG Investment Services
Guam
$863K -$308K 1 0.62% Reduced
2832
CWMG
Compass Wealth Management (Georgia)
Georgia
$862K -$89.9K 1 0.34% Reduced
2833
CW
Cedarwood Wealth
Colorado
$861K -$12.7K 1 0.65% Reduced
2834
DWG
Darden Wealth Group
Michigan
$859K -$31.8K 1 0.34% Reduced
2835
KCM
KRS Capital Management
Michigan
$859K $0 1 0.4% Maintained
2836
PAP
Persistent Asset Partners
Hong Kong
$859K -$1.01M 2 0.26% Reduced
2837
PGF
Plan Group Financial
Oklahoma
$858K -$239K 1 0.18% Reduced
2838
SHFG
S Harris Financial Group
Texas
$857K +$28.2K 1 0.66% Increased
2839
EWM
Evermay Wealth Management
Virginia
$853K +$34.2K 1 0.09% Increased
2840
IJWM
Inman Jager Wealth Management
Mississippi
$852K -$18.3K 1 0.45% Reduced
2841
LHCM
Lloyd Harbor Capital Management
New York
$851K +$907K 1 0.88% New
2842
VIA
Victrix Investment Advisors
Florida
$851K -$11.9K 1 0.36% Reduced
2843
OC
Oakworth Capital
Alabama
$850K +$27.8K 1 0.04% Increased
2844
KW
KWB Wealth
California
$850K +$32.2K 1 0.07% Increased
2845
NWM
Nova Wealth Management
Florida
$849K +$228K 1 0.47% Increased
2846
SA
Sylvest Advisors
Texas
$849K +$49.3K 1 0.38% Increased
2847
PA
PFW Advisors
Georgia
$847K -$8.75K 1 0.25% Reduced
2848
4WM
49 Wealth Management
Texas
$847K +$251K 1 0.16% Increased
2849
A
Alongside
Texas
$847K +$801K 1 0.16% New
2850
LWP
LeClair Wealth Partners
Ohio
$847K +$801K 1 0.44% New