← 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
2001
WCM
WealthBridge Capital Management
Ohio
$1.99M -$56.1K 1 0.4% Reduced
2002
EC
EdgeRock Capital
Colorado
$1.99M +$83.1K 1 0.45% Increased
2003
HWM
Horizon Wealth Management
Illinois
$1.99M +$4.38K 1 0.25% Increased
2004
A
Argentarii
Ohio
$1.98M +$32.6K 1 0.6% Increased
2005
DKCM
Davidson Kahn Capital Management
California
$1.98M -$82.3K 1 0.85% Reduced
2006
SI
Seeds Investor
New York
$1.98M +$296K 1 0.2% Increased
2007
CA
CV Advisors
Florida
$1.98M $0 1 0.37% Maintained
2008
SIS
Strategic Investment Solutions
Illinois
$1.98M +$1.99K 4 0.45% Increased
2009
ISWM
Intesa Sanpaolo Wealth Management
$1.98M +$1.2M 1 0.4% Increased
2010
CA
Crumly & Associates
Illinois
$1.98M +$10.3K 1 0.38% Increased
2011
OFI
Outbound Financial Inc
Colorado
$1.97M $0 1 1.28% Maintained
2012
PEWA
Pacific Excel Wealth Advisors
California
$1.97M +$1.07M 2 0.76% Increased
2013
HFO
Heritage Family Offices
Arizona
$1.97M +$500K 2 0.76% Increased
2014
MFC
Mechanics Financial Corp
Ohio
$1.97M +$33.8K 1 0.7% Increased
2015
CP
Creekside Partners
California
$1.97M $0 1 0.71% Maintained
2016
FPCP
Fort Point Capital Partners
California
$1.97M +$124K 1 0.14% Increased
2017
BWM
Bosman Wealth Management
California
$1.96M +$84.7K 1 1.22% Increased
2018
GFA
Gallagher Fiduciary Advisors
Illinois
$1.96M -$130K 2 0.06% Reduced
2019
MWM
McNaughton Wealth Management
California
$1.96M +$213K 1 0.7% Increased
2020
BA
Ballast Advisors
Minnesota
$1.96M -$64K 1 0.47% Reduced
2021
WAS
Winch Advisory Services
Wisconsin
$1.96M -$7.16K 2 0.41% Reduced
2022
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$1.96M +$45.3K 1 0.36% Increased
2023
BBA
Baader Bank Aktiengesellschaft
Germany
$1.96M +$793K 1 0.15% Increased
2024
CM
CoreCommodity Management
Connecticut
$1.95M -$415K 3 0.39% Reduced
2025
CYG
Clean Yield Group
Vermont
$1.95M +$80.6K 2 0.48% Increased