| BE | INST-CLUSTER | mixed | 6/10 | Three major institutions — Norges Bank, RenTech, and Duquesne — initiated new positions in Bloom Energy (BE), collective | Feb 28, 2026 |
| FSLR | INST-CLUSTER | bullish | 8/10 | Three major institutions — Fidelity, Norges Bank, and Two Sigma — significantly increased their positions in First Solar | Feb 28, 2026 |
| ENPH | INST-CLUSTER | bullish | 7/10 | Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — increased their positions in Enphas | Feb 28, 2026 |
| ARRY | INST-CLUSTER | bullish | 6/10 | Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — increased their holdings in Array T | Feb 28, 2026 |
| SEDG | INST-CLUSTER | bullish | 6/10 | Three major passive institutions — Morgan Stanley, Schwab, and UBS — significantly increased their positions in SolarEdg | Feb 28, 2026 |
| BE | CLUSTER | bearish | 7/10 | Bloom Energy CEO Sridhar KR sold $34M in shares, representing a significant open-market sale. Two other insiders receive | Feb 27, 2026 |
| ARRY | 8-K | bullish | 8/10 | Array Technologies reported strong 2025 results with 40% year-over-year revenue growth to $1.28 billion and a record $2. | Feb 26, 2026 |
| CLNE | 8-K | bearish | 6/10 | Clean Energy Fuels reported Q4 2025 revenue of $112.3 million, up slightly from $109.3 million in Q4 2024, but net loss | Feb 24, 2026 |
| FSLR | 8-K | bullish | 7/10 | First Solar reported strong 2025 financial results with $5.2 billion in net sales and $14.21 diluted EPS, representing s | Feb 24, 2026 |
