← 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
3776
EWM
Endowment Wealth Management
Wisconsin
$336K +$317K 1 0.13% New
3777
AIA
Alternative Investment Advisors
Florida
$335K +$6.76K 1 0.13% Increased
3778
PIM
Parker Investment Management
California
$335K -$795 1 0.03% Reduced
3779
PWS
Precision Wealth Strategies
Missouri
$335K -$23.1K 1 0.1% Reduced
3780
VR
Valued Retirements
Texas
$332K $0 1 0.3% Maintained
3781
SIA
Sage Investment Advisers
New York
$332K -$7.95K 1 0.22% Reduced
3782
GA
GFS Advisors
Texas
$332K -$3.89M 1 0.04% Reduced
3783
AWP
Axis Wealth Partners
Rhode Island
$332K -$76.4K 1 0.16% Reduced
3784
SA
SAM Advisors
California
$331K +$5.97K 1 0.09% Increased
3785
RW
Rede Wealth
Virginia
$330K -$1.59K 1 0.11% Reduced
3786
WRM
Weybosset Research & Management
Rhode Island
$330K $0 1 0.09% Maintained
3787
EFP
Elser Financial Planning
Indiana
$330K +$18.3K 1 0.01% Increased
3788
CAP
Columbia Advisory Partners
Washington
$330K +$1.99K 1 0.18% Increased
3789
HAM
Harmony Asset Management
Arizona
$330K -$8.35K 1 0.09% Reduced
3790
SSCA
South Shore Capital Advisors
Massachusetts
$330K +$21.5K 1 0.22% Increased
3791
SL
SFM LLC
New Hampshire
$329K -$146K 1 0.17% Reduced
3792
OCPWS
One Charles Private Wealth Services
Massachusetts
$329K +$2.39K 1 0.08% Increased
3793
BCM
Boreal Capital Management
Florida
$329K -$398 0 – Closed
3794
WCM
WealthTrak Capital Management
Virginia
$329K +$4.38K 1 0.22% Increased
3795
TFA
Tobias Financial Advisors
Florida
$328K +$5.97K 1 0.04% Increased
3796
1CP
1015 Capital Partners
Pennsylvania
$328K +$67.6K 1 0.27% Increased
3797
MI
Moneywise Inc
Virginia
$328K +$310K 1 0.12% New
3798
LI
LVZ Inc
Michigan
$327K +$10.7K 1 0.03% Increased
3799
UPS
UHLMANN PRICE SECURITIES
Illinois
$327K -$30.6K 1 0.01% Reduced
3800
JMA
J.M. Arbour
Maine
$327K +$26.2K 1 0.28% Increased