← 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
801
WF
WealthTrust Fairport
Ohio
$41K -$30.5K 1 0% Reduced
802
SIM
Sonora Investment Management
Arizona
$39K $0 1 0.01% Maintained
803
SMG
Spectrum Management Group
Indiana
$39K $0 1 0.01% Maintained
804
NCM
New Capital Management
Texas
$38K +$305 1 0.07% Increased
805
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$38K +$37.8K 1 0% New
806
BFC
Bedel Financial Consulting
Indiana
$35K $0 1 0.03% Maintained
807
OFW
Omnia Family Wealth
Florida
$35K $0 2 0.02% Maintained
808
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$34K +$14.9K 1 0% Increased
809
LNB
Ledyard National Bank
$34K $0 1 0% Maintained
810
LWA
Lenox Wealth Advisors
New York
$34K $0 1 0.01% Maintained
811
PG
Patten Group
Tennessee
$34K -$59.7K 1 0.01% Reduced
812
Rockefeller Capital Management
Rockefeller Capital Management
New York
$34K $0 1 0% Maintained
813
TCM
TD Capital Management
Tennessee
$34K $0 1 0.01% Maintained
814
TC
Trust Company
Kansas
$34K $0 1 0.02% Maintained
815
WC
Whitnell & Co
Illinois
$34K $0 1 0.01% Maintained
816
KTC
Kistler-Tiffany Companies
Pennsylvania
$33K $0 1 0.01% Maintained
817
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$33K +$6.28K 1 0% Increased
818
CLM
ClearBridge LLC (Maryland)
Maryland
$32K -$54.3K 1 0% Reduced
819
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K -$305 1 0% Reduced
820
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$29.2K $0 1 0% Maintained
821
Bartlett & Co
Bartlett & Co
Ohio
$29K $0 1 0% Maintained
822
CAL
Capital Advisors Ltd
Ohio
$29K $0 2 0.01% Maintained
823
B
Bridgeworth
Alabama
$28K +$25K 1 0.01% New
824
LFA
Legacy Financial Advisors
Kentucky
$28K $0 1 0.01% Maintained
825
LWA
Lowe Wealth Advisors
Maryland
$28K $0 1 0.02% Maintained