← 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
726
AWM
Aevitas Wealth Management
Massachusetts
$40K +$8.75K 1 0.04% Increased
727
BAM
Bruderman Asset Management
New York
$40K $0 1 0.01% Maintained
728
Jefferies Group
Jefferies Group
New York
$40K -$307K 1 0% Reduced
729
KAS
Kemnay Advisory Services
New York
$40K $0 1 0.01% Maintained
730
TC
Truvestments Capital
Florida
$40K +$43.4K 2 0.02% New
731
CWA
Clarus Wealth Advisors
Arizona
$38K +$13.7K 1 0.02% Increased
732
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$38K $0 1 0% Maintained
733
AOWM
Alpha Omega Wealth Management
Virginia
$37K $0 2 0.02% Maintained
734
CBT
Capital Bank & Trust
California
$37K +$31.6K 1 0% Increased
735
JFA
JNBA Financial Advisors
Minnesota
$37K +$28.6K 2 0.02% Increased
736
RFM
Royal Fund Management
Florida
$37K +$5.94K 1 0.01% Increased
737
TCM
Tradewinds Capital Management
Washington
$37K $0 1 0.01% Maintained
738
WA
WP Advisors
California
$36K $0 1 0.03% Maintained
739
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$34K -$31.2K 1 0% Reduced
740
VCM
Vigilant Capital Management
Maine
$34K +$625 1 0% Increased
741
LA
Legacy Advisors
Pennsylvania
$33K +$14.1K 1 0.02% Increased
742
RFWA
RPg Family Wealth Advisory
Massachusetts
$32K $0 1 0.02% Maintained
743
WF
WealthTrust Fairport
Ohio
$32K $0 1 0% Maintained
744
FPFS
First Personal Financial Services
North Carolina
$31K +$13.7K 1 0.01% Increased
745
OFS
Orrstown Financial Services
Pennsylvania
$31K -$36.1K 1 0.04% Reduced
746
PCG
Private Capital Group
Connecticut
$31K -$6.25K 3 0.01% Reduced
747
SIM
Sonora Investment Management
Arizona
$30K $0 1 0% Maintained
748
SMG
Spectrum Management Group
Indiana
$30K $0 1 0.01% Maintained
749
SFSG
Stearns Financial Services Group
North Carolina
$30K +$35.9K 1 0.01% New
750
First Horizon Advisors
First Horizon Advisors
Tennessee
$28K $0 1 0% Maintained