June 2026 Sustainable Stock and ETF Picks. Includes articles on the best fuel cell stocks and Canada’s most sustainable companies.

Transcript & Links, Episode 168, June 26, 2026

Hello, Ron Robins here. Welcome to my podcast episode 168, published on June 26, 2026, titled “June 2026 Sustainable Stock and ETF Picks.”

Now, before I begin, I want to apologize if my voice at any time sounds a little rough!

This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources.

Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode’s podcast page at investingforthesoul.com/podcasts.

Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don’t receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein.

I have a great crop of 16 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I’ve chosen 4 to quote from. Titles and links to the other 12 can be found on the webpage for this podcast edition.

————————————————————-

Fuel cell stocks have attracted considerable investor attention recently, particularly for their potential to power AI data centers. Here is the first of two articles concerning their extraordinary rise in 2026. You could glean from these articles if investing in them still makes sense for you.

Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

The first article is titled Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy? From finance.yahoo.com. It’s by David Moadel. Here are some key quotes from Mr. Moadel.

“Fuel cell stocks have been one of 2026’s loudest comeback trades, but the leaderboard isn’t close. Bloom Energy stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy stock sits in a distant second, and Plug Power stock rounds out the trio…

Bloom Energy: (NYSE:BE) The Clear 2026 Leader

Bloom Energy stock is up 219% YTD in 2026, far ahead of its fuel cell peers. Shares trade at around $278, and the company carries a market cap of roughly $79.09 billion, which dwarfs Bloom Energy’s rivals.

FuelCell Energy: (NASDAQ:FCEL) A Distant Second

FuelCell Energy stock is up 135% YTD in 2026, a strong rebound but well behind Bloom Energy stock. Shares trade at $17 and change, with a market cap near $1.16 billion.

Plug Power: (NASDAQ:PLUG) Third Place

Plug Power stock is up 42% YTD in 2026, the weakest finish among the three names. Shares trade at $2.81, making PLUG stock a low-priced name that could swing hard on news.

What to Watch From Here

The 2026 scoreboard for Bloom Energy, FuelCell Energy, and Plug Power tells a clear story. Bloom Energy leads on both share-price performance and underlying business momentum, while FuelCell and Plug Power are riding sector enthusiasm off low bases. Investors weighing their exposure may want to moderate their position sizes given how far these names have already run.”

End quotes.

————————————————————-

Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads

The second of the two articles on the fuel cell stock boom is this one. It’s titled Bloom Energy vs. FuelCell Energy: Which Clean Energy Stock Leads. It’s by Jewel Saha at Zacks. Now some top quotes from the article.

“Key Takeaways

• Bloom Energy shows bigger 2026-2027 EPS estimate gains over 60 days than FuelCell Energy.
• Bloom Energy’s return on invested capital is 5.67% versus FuelCell Energy’s -14.9%, showing a wide efficiency gap.
• FuelCell Energy has lower debt-to-capital, but Bloom Energy led in 1-year share price gains.

Bloom Energy (BE – Free Report)

is well positioned to benefit from rising demand for reliable, low-carbon and on-site power solutions. Its solid oxide fuel cell technology delivers highly efficient and ultra-clean electricity, enabling businesses to reduce dependence on increasingly stressed power grids.

FuelCell Energy (FCEL – Free Report)

also offers investors exposure to the growing market for clean, reliable and distributed energy solutions. The company stands to benefit from increasing adoption of hydrogen production, carbon capture technologies and on-site energy systems designed to reduce grid pressure while supporting decarbonization goals

Bloom Energy & FuelCell Energy’s Earnings Estimates

The Zacks Consensus Estimate for Bloom Energy’s earnings per share in 2026 and 2027 implies an increase of 50.39% and 38.19%, respectively… The same for FuelCell Energy’s earnings per share in 2026 and 2027 remained unchanged.

Return on Invested Capital

Return on Invested Capital (ROIC) measures how effectively a company uses debt and equity to generate profits. It shows the return earned on each dollar invested and helps investors evaluate how efficiently management allocates capital to value-creating opportunities.

ROIC of Bloom Energy is currently pegged at 5.67% against FuelCell Energy’s negative 14.9%.

Debt to Capital & TIE Ratio

These firms need substantial funding for research and development, production expansion and large-scale project builds.

FuelCell Energy’s current debt to capital is 17.54% compared with Bloom Energy’s 73.3%.

The Times Interest Earned (TIE) ratio, commonly referred to as the Interest Coverage Ratio, evaluates a company’s ability to meet its regular interest obligations using operating earnings. At present, Bloom Energy’s TIE ratio is 1.3 against FuelCell Energy’s TIE of negative 16.6.

Valuation

Bloom Energy’s shares are trading at a premium compared with FuelCell Energy’s shares on a Price/Sales F12M basis.

Bloom Energy’s shares are presently trading at P/S F12M of 17.86X compared with FuelCell Energy’s 6.85X.

Price Performance

In the past year, shares of FuelCell Energy have gained 377.3% compared with Bloom Energy’s rally of 1470.2%.

Summing Up

Based on the above discussion, it is evident that Bloom Energy has a marginal edge over FuelCell Energy based on better earnings estimate movement, healthier price performance in the past year and much better return on invested capital. Bloom Energy currently sports a Zacks Rank #1 (Strong Buy), while FuelCell Energy has a Zacks Rank #3 (Hold).”

End quotes

————————————————————-

7 Best Socially Responsible Funds

This next article provides a good overview, with recommendations, of funds that many of you might be interested in. It’s titled 7 Best Socially Responsible Funds from money.usnews.com. It’s by Jeff Reeves. Here are some quotes by Mr. Reeves on each of his picks.

“For those who care about socially responsible investing, this list of exchange-traded funds (ETFs) can help investors vote with their wallets by supporting companies that align with their values.

1. iShares ESG Aware MSCI USA ETF (ESGU)

This iShares fund is the largest ETF that invests in companies that prioritize environmental, social and governance (ESG) criteria. It’s also an index fund with an affordable expense ratio.

2. Vanguard ESG U.S. Stock ETF (ESGV)

Though slightly smaller than iShares ESG Aware MSCI USA ETF in terms of assets, this Vanguard ESG ETF is significantly larger when it comes to its portfolio, with more than 1,200 companies across the U.S. stock market.

3. State Street SPDR S&P 500 ESG ETF (EFIV)

This fund starts with the popular S&P 500 benchmark, then excludes stocks that don’t align with ESG criteria, including companies involved with tobacco, coal and other less savory business lines.

4. iShares ESG Aware MSCI EAFE ETF (ESGD)

A variant on this theme, iShares ESG Aware MSCI EAFE ETF offers exposure to overseas investments with a focus on developed markets in the EAFE region – that is, Europe, Australasia and the Far East.

5. iShares ESG Aware MSCI EM ETF (ESGE)

For investors looking to tap into growth overseas while avoiding morally questionable businesses, this ETF offers emerging market exposure as well as peace of mind.

6. iShares Global Clean Energy ETF (ICLN)

Moving toward companies with a direct stake in making a difference in the world, iShares Global Clean Energy ETF is the largest clean energy ETF on Wall Street.

7. State Street SPDR MSCI USA Gender Diversity ETF (SHE)

This gender diversity ETF seeks to prioritize U.S. companies that lead their sector in their commitment to promoting and supporting gender diversity throughout all levels of the organization.”

End quotes.

————————————————————-

3 Magnificent Green ETFs to Buy in 2026

This last article follows on from the previous one on various ESG ETFs. It’s titled 3 Magnificent Green ETFs to Buy in 2026 found on the website theglobeandmail.com. It’s by Dana George at The Motley Fool. Here are some quotes from the article.

“Key Points

• ‘Green’ refers to assets that work toward environmental sustainability.
• iShares Global Clean Energy ETF is one of the oldest, most popular clean energy ETFs.
• While Invesco has the highest expense ratio of the three ETFs, it has experienced significant gains.

1. iShares Global Clean Energy ETF (NASDAQ: ICLN)

The iShares Global Clean Energy ETF tracks the S&P Global Clean Energy Transition Index, which comprises global equities across solar, wind, hydro, and other renewable energy sources. With a portfolio of 105 holdings (as of June 8), the fund is one of the oldest and most widely purchased clean energy ETFs…

The fund may be right for you if:

• You’re seeking broad, diversified exposure to global clean energy.
• You’re looking for an investment that’s generally less volatile than a solar-only ETF.
• You’re willing to hold it for the long term.

If you’re uncomfortable with the higher volatility often associated with emerging sectors, such as clean energy stocks, this may not be right for you. And if you’re seeking income, this ETF probably won’t be ideal, as many clean energy companies reinvest profits for growth rather than paying regular dividends.

2. Invesco Solar ETF (NYSEMKT: TAN)

The Invesco Solar ETF is a highly focused, industry-specific fund that tracks the MAC Global Solar Energy Index. Specifically, Invesco Solar is interested in solar power equipment, solar project development and installation, and related solar technology and components…

This ETF offers heavy representation of U.S., Asian, and European solar companies and may be a good fit if you’re specifically seeking targeted exposure to solar. However, [it] may be more volatile than you initially expected.

Invesco Solar typically fits best as a single spoke in a well-balanced portfolio.

3. SPDR® S&P 500 ESG ETF (NYSEMKT: EFIV)

This ETF tracks the S&P 500 Scored & Screened Index (formerly known as the S&P 500 ESG Index). The fund starts with the traditional S&P 500 and excludes companies that don’t meet certain ESG criteria. The index goes further by tilting its weighting toward higher-scoring ESG companies.

Because the fund aims to maintain a sector and risk profile similar to the S&P 500, it’s not necessarily a clean-energy or climate-only product but rather a broad, large-cap U.S. equity fund.

End quotes.

————————————————————-

12 more articles from around the world with Sustainable Investment Picks for June 2026.

1. Title: Top Wind Energy Stocks to Watch Amid Increased Adoption of Clean Energy from theglobeandmail.com. By Zacks Investment Research.

2. Title: 2 AI Infrastructure Stocks That Could Rise 25% and 80% Despite Overdone Spending Fears from fool.com. By Geoffrey Seiler.

3. Title: Forget Apple: This Unstoppable Digital Infrastructure Monopoly Is Begging to Be Bought Hand Over Fist Instead from 247wallst.com. By Alex Sirois.

4. Title: How to invest sustainably and still generate big returns with ASX ETFs from fool.com.au. By Aaron Bell.

5. Title: AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises from finance.yahoo.com. By Trey Thoelcke.

6. Title: Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Skyrocket in June (Hint: It’s Not Micron Technology) from finance.yahoo.com. By Harsh Chauhan, The Motley Fool.

7. Title: Top Performing Green Penny Stocks from mexc.com. Source Benzinga News.

8. Title: Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own. From fool.com. By Justin Pope.

9. Title: Barron’s | The 10 Most Sustainable Companies of 2026. Their Stocks Happen to Be Flying from webreprints.djreprints.com. By Karen Hube.

10. Title: Is First Solar Dirt Cheap Amid the AI Boom? From fool.com. By Marc Guberti.

11. Title: 3 Highly Ranked Alternative Energy Stocks to Buy Now – June 22, 2026 – from Zacks.com. By Shaun Pruitt.

12. Title: Amid trade upheaval, Canada’s most sustainable firms embrace resilient growth from corporateknights.com. Introduction by Tristan Bronca.

————————————————————-

Ending Comment

These are my top news stories with their stock and fund tips for this podcast, “June 2026 Sustainable Stock and ETF Picks.”

Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you.

And do click the share buttons to share this podcast with your friends and family. Let’s promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times!

Contact me if you have any questions.

Thank you for listening.

Again, I want to apologize for my voice sounding, at times, a little rough!

My next podcast will be on July 31^st.

See you then. Bye for now.

© 2026 Ron Robins, Investing for the Soul