Sustainable Stock and ETF Picks September 2025. Includes reviews of solar, wind, green and sustainable stocks, dividend stocks, and ETFs.

Transcript & Links, Episode 159, September 26, 2025

Hello, Ron Robins here. Welcome to my podcast episode 159, published on September 26, 2025, titled “Sustainable Stock and ETF Picks September 2025.”

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 15 articles for you in this podcast! Note: Some companies are covered more than once.

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Can Solar Power the AI Boom? Top Stocks to Watch

This podcast edition is going to be heavy on solar stocks. And for good reason! I’m beginning with this article titled Can Solar Power the AI Boom? Top Stocks to Watch on finance.yahoo.com. It’s by Ethan Feller and originally published on zacks.com. Here are some quotes.

“It’s hard to overstate how attractive solar stocks look right now, even without considering the potential AI infrastructure catalyst… the stocks highlighted here have already shown powerful momentum year-to-date.

1. SolarEdge Technologies (SEDG)

With shares trading at depressed valuations and demand for utility-scale inverters likely to rebound, SolarEdge Technologies offers contrarian upside if execution improves.

Though it isn’t yet reflected by the Zacks rank, SolarEdge Technologies currently has a Zacks Rank #3 (Hold) rating, it has experienced some significant revisions higher to its earnings estimates… Sales are also projected to grow by more than 24% both this and next year.

2. Nextracker Inc. (NXT)

As the leading provider of solar trackers, Nextracker directly benefits from the shift to utility-scale projects. Its technology boosts panel efficiency and lowers costs, making it a natural winner as large-scale solar buildouts accelerate. The stock has moved significantly higher this year, up 85%, yet the company still trades at just 16.6x forward earnings.

3. Sunrun (RUN)

A pure play on residential solar Sunrun has struggled under higher interest rates. But as financing conditions ease and consumer adoption of solar-plus-storage grows, Sunrun could be positioned for a strong recovery. Based on recent revisions, earnings are expected to inflect meaningfully positive over the next year.

4. Array Technologies (ARRY)

Like Nextracker, Array builds solar tracking systems that enhance utility-scale efficiency. With a global footprint and strong backlog, Array offers solid exposure to the utility-scale solar buildout at a reasonable valuation.

With earnings projected to grow 21.6% annually over the next three to five years and a forward earnings multiple of 14.2x, Array boasts a Price/Earnings to Growth ratio of 0.66. The combination of strong growth and reasonable valuation offers a compelling risk reward opportunity.

5. Shoals Technologies Group (SHLS)

Shoals specializes in balance-of-system components — wiring, connectors, and infrastructure that every solar farm needs. Its recurring demand base and high margins make it a steady, less flashy way to play the solar boom.

Shoals Technologies Group is in an especially advantaged vertical and is the only name in the group with a Zacks Rank #2 (Buy) rating, reflected by upward trending earnings revisions.

Solar’s Role in Powering the AI Revolution

If AI data centers really do scale toward hundreds of gigawatts of demand, solar will almost certainly claim a portion, and potentially large share of that market, making now an opportune time to consider exposure to the sector before the market fully prices in this growth.”

End quotes.

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3 Stocks to Buy as Solar Power Set to Drive 50%+ of New Capacity

Continuing on the solar power theme is this article. It’s titled 3 Stocks to Buy as Solar Power Set to Drive 50%+ of New Capacity on finance.yahoo.com. I had to include it as the author is a favourite on this site. Her name is Aparajita Dutta. Here are some quotes on her picks.

“Positive projections from the Energy Information Administration show solar powering over half of new U.S. electricity generation in 2025, signaling a rebound. While headwinds remain, growing demand and installation trends should sustain U.S. solar industry momentum.

1. Sunrun (RUN)

Based in San Francisco, CA, the company develops, owns, manages and sells residential solar energy systems…

The Zacks Consensus Estimate for Sunrun’s 2025 revenues indicates an improvement of 11.2% from the prior-year reported figure… The company currently sports a Zacks Rank #1 (Strong Buy). Sunrun Inc. (RUN): Free Stock Analysis Report.

2. Shoals Technologies (SHLS)

Based in Portland, TN, the company manufactures a diverse portfolio of solar balance of systems products, including combiner/re-combiner boxes, disconnect boxes, custom harnessing solutions, junction boxes, wire, in-line fuses and racking and monitoring solutions…

The stock boasts a long-term (three-to-five years) earnings growth rate of 24%. The Zacks Consensus Estimate for 2025 sales indicates an improvement of 15.3% from the prior-year reported figure. The company currently carries a Zacks Rank #2 (Buy). Shoals Technologies Group, Inc. (SHLS): Free Stock Analysis Report.

3. Tigo Energy Inc.(TYGO)

Based in Campbell, CA, the company is a provider of intelligent solar and energy storage solutions. On Sept. 2, 2025, Tigo Energy announced that its three-phase Tigo EI Residential solution has successfully completed mandatory compliance testing with a Slovak distribution system operator. This certification confirms that the solution complies with local grid requirements and Slovak regulatory standards, ensuring safe, efficient, and innovative solar energy management…

The Zacks Consensus Estimate for 2025 sales indicates an improvement of 91.9% from the prior-year reported figure… It currently carries a Zacks Rank #2. Tigo Energy, Inc. (TYGO): Free Stock Analysis Report.”

End quotes.

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Green ETFs 2026, Best Sustainable ETFs USA, Top Environmentally Friendly ETFs

This next article is a useful compilation in chart form of the top sustainable ETFs. It’s titled Green ETFs 2026, Best Sustainable ETFs USA, Top Environmentally Friendly ETFs on garadesud.md. It’s by Barrett Schaefer.

“The sustainable investing ETF list below highlights the top funds known for eco-conscious selections and healthy returns.

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End quotes.

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A few Top Sustainable Dividend-Paying Stocks for September 2025

1. Why United Parcel Service is a Top Socially Responsible Dividend Stock (UPS) on nasdaq.com.

By BNK Invest. Quote.

“United Parcel Service Inc (Symbol: UPS) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… [with] a strong 7.4% yield.”

End quote.

2. PFG Named A Top Socially Responsible Dividend Stock on theonlineinvestor.com.

By The Online Investor Staff. Quote.

“Principal Financial Group Inc (NASDAQ: PFG) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… [with] a strong 3.9% yield.”

End quote

3. TXN Named A Top Socially Responsible Dividend Stock on nasdaq.com.

By BNK Invest. Quote.

“Texas Instruments Inc. (Symbol: TXN) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… including a strong 3.2% yield.”

End quote.

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Renewable Energy Dividend Stocks: A Double Win of Green Investment

This last article is titled Renewable Energy Dividend Stocks: A Double Win of Green Investment on nai500.com. It’s by Sunlight Xiang. Here are a few quotes on the picks.

“1. Brookfield Renewable Partners (NYSE: BEP)

With a market cap of $7 billion and a dividend yield of 5.89%, it is one of the world’s largest renewable energy platforms. It operates over 5,300 power generation facilities across four continents, with a total generation capacity of nearly 40 gigawatts (GW). While it is a leader in hydroelectric power, it is actively expanding into wind, solar, and energy storage. In July 2025, it signed a 3 GW hydroelectric supply agreement with Google’s parent company, Alphabet, setting a record for corporate hydroelectric procurement. The company expects continued cash flow growth and has a project pipeline of 24 GW. Its investment-grade balance sheet and conservative dividend payout ratio support its expansion capabilities. Combining its dividend yield and growth potential, its expected annualized return is around 15%.

2. NextEra Energy (NYSE: NEE)

Although its subsidiary XPLR Infrastructure suspended its dividend, the parent company maintains a strong dividend track record: it has increased its payout for 30 consecutive years, with a compound annual growth rate of 10% since 2007. Its dividend yield stood at 3.2% in mid-2025, roughly double the S&P 500 average. This Fortune 200 company, which owns the largest utility in the U.S. (Florida Power & Light), added 1.1 GW of solar, wind, and storage capacity in the second quarter of 2025, with capital expenditures reaching $2 billion. Despite policy headwinds, it added 3.2 GW to its project backlog during the quarter, bringing the total backlog to approximately 30 GW (compared to 38 GW of operating capacity).

3. Clearway Energy (NYSE: CWEN)

Boasting a market cap of $3 billion and a dividend yield of 7.52%, it owns nearly 12 GW of renewable energy capacity, in addition to operating 2.8 GW of natural gas generation facilities and district energy systems. Long-term PPAs ensure stable cash flow, and its annual dividend is expected to grow by 5% to 8% in the coming years. Although it paused a 200-megawatt solar project in Hawaii due to wildfire risks, it reached a deal in April 2025 to supply power to Microsoft from its planned 335-megawatt Mount Storm wind farm project in West Virginia. Thanks to its close ties with project developer Clearway Energy Group, it has access to a 30 GW project pipeline. A reasonable dividend payout ratio and ample liquidity underpin its resilience.”

End quotes.

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More articles with Sustainable Investment Picks for September 2025 from around the world.

1. Title: Sempra Named Top Socially Responsible Dividend Stock with 3.1% Yield on ainvest.com. By BNK Invest.

2. Title: 3 Alternative Energy Stocks to Watch Amid Impacts of Policy Shift on finance.yahoo.com. By Aparajita Dutta.

3. Title: Boston financial group launches tool to promote Biblical… on wng.org. By Christina Grube.

4. Title: Is Ethereum’s $5,000 Breakout a Sustainable Investment Opportunity or a Market Overextension? On ainvest.com. By BlockByte.

5. Title: GE Vernova (GEV) Gets Price Target Boost Amid Stronger Outlook on msn.com. By Neha Gupta.

6. Title: ESG lives on: Sustainable fund picks for every investment style on trustnet.com. By Emmy Hawker.

7. Title: Solar Stocks: Trump Guidance Offers New Dawn. This Is The Next Growth Driver. On investors.com. By Kit Norton.

8. Title: Top Wind Energy Stocks to Consider For Solid Returns & Portfolio Growth on finance.yahoo.com. By Avisekh Bhattacharjee.

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Ending Comment

These are my top news stories with their stock and fund tips for this podcast, “Sustainable Stock and ETF Picks September 2025.”

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My next podcast will be on October 24^th.

See you then. Bye for now.

© 2025 Ron Robins, Investing for the Soul