The cluster is entirely passive/index-driven with no active manager conviction — this is likely index rebalancing or sector-weight adjustments, not a fundamental thesis. Monitor for any active manager 13F filings or insider buying to confirm genuine interest.
Executive Summary
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively added $151.5M to their CRGY positions in Q4 2025, with total holdings reaching $694.1M. This is a pure passive/index-driven accumulation signal with no active manager participation, suggesting the buying reflects index rebalancing or sector allocation rather than a fundamental investment thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $151.5M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +34.6% | $229.0M | $48.1M |
| BlackRock | ADD | +35.8% | $301.9M | $65.6M |
| State Street | ADD | +27.6% | $107.5M | $17.9M |
| Fidelity | ADD | +26.1% | $8.4M | $1.3M |
| Morgan Stanley | ADD | +74.9% | $47.4M | $18.6M |
Key Facts
- 5 institutional buyers added $151.5M net to CRGY positions in Q4 2025
- Total institutional holdings in the cluster reached $694.1M
- All 5 buyers are mega-passive/index funds (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley)
- No active managers or hedge funds participated in the cluster
- No institutional sellers were identified in the cluster
- Morgan Stanley showed the largest relative increase at +74.9% shares
Financial Impact
5 institutions accumulated $151.5M in new CRGY positions, bringing total cluster holdings to $694.1M
Risk Factors
- Passive buying may reverse in next quarter if index weights change
- No active manager participation reduces signal quality
- 13F data is 45+ days stale — positions may have already been adjusted
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CRGY-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $13.77 | awaiting T+60 | — | — |
Oct 20, 2026 7d ago | Institutional Cluster | $13.50 | awaiting T+60 | — | — |
Oct 15, 2026 12d ago | 8-K | $13.77 | awaiting T+60 | — | — |
Oct 13, 2026 14d ago | SC 13D/A | $12.85 | awaiting T+60 | — | — |
Oct 9, 2026 18d ago | 8-K | $12.78 | awaiting T+60 | — | — |
Oct 8, 2026 19d ago | SC 13G | $13.01 | awaiting T+60 | — | — |
Oct 8, 2026 19d ago | S-3ASR | $13.01 | awaiting T+60 | — | — |
Oct 8, 2026 19d ago | 8-K | $13.01 | awaiting T+60 | — | — |
Jun 12, 2026 19w ago | Institutional Cluster | $11.58 $14.19 | ▲ +22.54% | ▲ +19.27% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $11.48 $13.77 | ▲ +19.95% | ▲ +15.55% | — |
US Market Status
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