← 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
4026
MF
Midwestern Financial
Iowa
$265K $0 1 0.19% Maintained
4027
PG
Patten Group
Tennessee
$265K +$251K 1 0.04% New
4028
CWA
CJM Wealth Advisers
Virginia
$264K +$11.5K 1 0.07% Increased
4029
GIC
GFI Investment Counsel
Ontario, Canada
$264K $0 1 0.04% Maintained
4030
WSA
Wealth Science Advisors
Georgia
$264K +$28.2K 1 0.12% Increased
4031
GMFG
Greater Midwest Financial Group
Minnesota
$263K +$795 1 0.13% Increased
4032
LFP
Lakeshore Financial Planning
Michigan
$263K $0 1 0.08% Maintained
4033
BWA
Boulder Wealth Advisors
Colorado
$263K -$12.3K 1 0.1% Reduced
4034
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$263K $0 1 0.08% Maintained
4035
HFS
Hughes Financial Services
Virginia
$263K +$45.5K 3 0.03% Increased
4036
CWM
Castle Wealth Management
Florida
$262K -$380K 1 0.08% Reduced
4037
WFG
Wills Financial Group
Virginia
$262K -$12.3K 1 0.1% Reduced
4038
TSWM
Triangle Securities Wealth Management
North Carolina
$262K -$20K 1 0.05% Reduced
4039
MIM
Montgomery Investment Management
Maryland
$261K $0 1 0.08% Maintained
4040
SWIA
Solano Wealth Investment Advisors
California
$261K $0 1 0.12% Maintained
4041
WJS
William John Sempolinski
Massachusetts
$261K +$247K 1 0.11% New
4042
RBC
Roble Belko & Company
Pennsylvania
$260K $0 1 0.03% Maintained
4043
AWP
Accretive Wealth Partners
New Jersey
$260K +$25.1K 1 0.06% Increased
4044
ABLA
Alan B. Lancz & Associates
Ohio
$260K +$795 1 0.23% Increased
4045
STB
S&T Bank
Pennsylvania
$260K -$17.5K 1 0.08% Reduced
4046
SCM
Sunbeam Capital Management
Georgia
$259K +$245K 1 0.12% New
4047
VPW
Vaquero Private Wealth
Texas
$259K +$245K 1 0.05% New
4048
SWM
Steelhead Wealth Management
Virginia
$259K +$245K 1 0.1% New
4049
BCM
Brasada Capital Management
Texas
$259K -$795 1 0.05% Reduced
4050
MFG
Mann Financial Group
Minnesota
$259K $0 1 0.22% Maintained