← 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
3001
MFT
Moisand Fitzgerald Tamayo
Florida
$60.6K $0 1 0.01% Maintained
3002
FMB
Field & Main Bank
Kentucky
$60.4K -$214K 1 0.02% Reduced
3003
BG
Bollard Group
Massachusetts
$60K $0 1 0% Maintained
3004
CSC
Caldwell Sutter Capital
California
$58.8K -$32.9K 1 0.03% Reduced
3005
FW
Fairway Wealth
Ohio
$58.8K +$39.7K 1 0.03% Increased
3006
GSC
Ground Swell Capital
South Carolina
$55.9K +$43.6K 3 0.04% New
3007
GJWM
Gilliland Jeter Wealth Management
Arkansas
$55.6K -$80.2K 1 0.02% Reduced
3008
TC
Trust Company
Kansas
$54.4K +$35K 1 0.01% Increased
3009
IWP
IAG Wealth Partners
Wisconsin
$54.1K +$3.5K 2 0.01% Increased
3010
PWMA
Pension & Wealth Management Advisors
Massachusetts
$52.7K $0 2 0.03% Maintained
3011
CT
Clearstead Trust
Maine
$52.4K $0 1 0.01% Maintained
3012
PB
Pinnacle Bancorp
Nebraska
$51.4K $0 1 0.02% Maintained
3013
KSWA
Kathleen S. Wright Associates
Pennsylvania
$51.1K +$11.9K 1 0.02% Increased
3014
RF
Robinswood Financial
Washington
$50.1K -$4.89K 2 0.02% Reduced
3015
SWM
Shelton Wealth Management
Texas
$49.9K +$44K 1 0.03% New
3016
Aviso Financial
Aviso Financial
Ontario, Canada
$49.7K +$44K 2 0% New
3017
CCA
Criterion Capital Advisors
Tennessee
$49.6K $0 1 0.03% Maintained
3018
SWS
SYSTM Wealth Solutions
Illinois
$48.7K -$324K 1 0.01% Reduced
3019
PPWM
PFG Private Wealth Management
Florida
$48.7K -$24.1K 1 0.03% Reduced
3020
CAM
Costello Asset Management
Pennsylvania
$47.5K $0 1 0.04% Maintained
3021
KWAG
Kiely Wealth Advisory Group
North Carolina
$47.4K $0 1 0.03% Maintained
3022
SWM
Sanctuary Wealth Management
Idaho
$47.1K $0 1 0.04% Maintained
3023
AEPWM
Atlantic Edge Private Wealth Management
Florida
$46.9K $0 1 0.02% Maintained
3024
DI
DAGCO Inc
Ohio
$46.5K $0 1 0.02% Maintained
3025
FWA
FSC Wealth Advisors
New York
$46.5K $0 1 0.03% Maintained