🧠 Weekly Market Commentary

# Insider Trading Surge in Energy Sectors Signals Confidence as Healthcare Stalls

In a week marked by fluctuating insider activity, the energy sector has emerged as a beacon of optimism. From November 15 to November 22, 2025, insiders signaled renewed confidence in energy stocks, while the healthcare sector faced significant selling pressure, indicating contrasting sentiments among executives and investors.

**Energy Sector Highlights**
The energy sector saw a remarkable net insider purchase of **$35 million**, buoyed largely by substantial activity in the oil and gas midstream industry, which accounted for **$34 million** of this total. Notable transactions included **ET** with **$33.76 million** in purchases and **GLP** contributing **$332,775**. This surge indicates strong bullish sentiment among company insiders regarding the stability and growth potential of energy providers, perhaps influenced by recent geopolitical dynamics and energy price trends.

In stark contrast, the healthcare sector suffered a staggering **$563 million** net sell-off, primarily within biotechnology stocks, which dropped **$163 million** this week. Companies like **VRTX** and **INSM** led the declines with significant insider sales, reflecting a bearish outlook on their future performance. The diagnostics and research segment witnessed similar struggles, adding to the sector's woes with a net negative of over **$103 million**. The swift insider selling could signal underlying concerns over product pipelines or regulatory challenges.

**Sector Sentiment Shifts**
Consumer sectors experienced a turbulent week, with consumer cyclical stocks netting a **$28 million** decline, while consumer defensive companies showed minor resilience with only a slight pullback. The mixed signals in consumer sectors suggest that while some companies are thriving, others are grappling with market pressures.

Week-over-week, the shifting tides highlight a market increasingly reactive to macroeconomic trends and sector-specific news. The pronounced insider trading activity in energy versus the drop in healthcare suggests a potential reallocation of capital, as investors look for some safe havens amid uncertainty.

For deeper insights into industry dynamics and a comprehensive look at insider trading trends, visit EmporionX.com.
Generated by EmporionX AI Commentary Engine — powered by OpenAI GPT models. Sat Nov 22 2025 05:00 AM EST

Insider Tradings (2025-11-15 → 2025-11-22)

Net insider activity (Purchases − Sales), grouped by Sector, Industry, and Symbol. Click to expand each level.
Sector Sector NetAmount Industry Industry NetAmount Symbol Symbol NetAmount
Energy +$35,051,180
Oil & Gas Midstream +$34,085,654
ET +$33,760,000
GLP +$332,775
SUNC +$149,037
MMLP +$5,055
INSW -$161,213
Oil & Gas Equipment & Services +$5,934,549
NEXT +$6,323,822
DTI -$5,238
VTOL -$384,035
Thermal Coal +$250,665
HNRG +$250,665
Oil & Gas E&P -$1,688,170
GTE +$283,893
GRNT +$110,950
EPSN +$101,722
EP +$6,282
TPL +$3,740
BKV -$2,194,757
Uranium -$3,531,518
URG +$182,880
UUUU -$3,714,398
Utilities -$3,331,259
Utilities - Renewable -$59,556
STEM -$59,556
Utilities - Regulated Gas -$358,083
NWN -$358,083
Utilities - Diversified -$687,524
SRE -$687,524
Utilities - Regulated Water -$911,389
MSEX -$33,097
CWCO -$121,184
PCYO -$757,108
Utilities - Regulated Electric -$1,314,707
AEE -$23,672
GNE -$175,355
DUK -$1,115,680
Consumer Defensive -$4,410,130
Packaged Foods +$1,156,117
WEST +$838,450
HLF +$152,490
BRCC +$129,430
SMPL +$100,000
UTZ +$70,029
JJSF +$48,902
LFVN -$80,934
NATR -$102,250
Education & Training Services +$43,421
LGCY +$43,421
Farm Products -$84,886
LOCL -$2,386
VFF -$82,500
Confectioners -$269,340
HSY -$269,340
Tobacco -$350,885
TPB -$350,885
Discount Stores -$573,725
WMT -$573,725
Household & Personal Products -$920,329
EPC -$5,731
HNST -$437,627
EL -$476,971
Beverages - Wineries & Distilleries -$1,368,914
BLNE +$44,940
MGPI -$1,413,854
Beverages - Non-Alcoholic -$2,041,589
COCO -$2,041,589
Real Estate -$4,608,938
REIT - Mortgage +$677,340
SUNS +$403,189
PMT +$124,000
ABR +$62,216
AFCG +$47,770
AOMR +$28,619
LOAN +$26,542
FBRT -$14,996
REIT - Retail +$233,685
CBL +$127,375
SPG +$106,310
REIT - Hotel & Motel +$102,970
PEB +$108,500
SVC -$5,530
REIT - Residential +$31,650
AMH +$31,650
REIT - Diversified +$13,900
NXDT +$13,900
Real Estate Services -$547,761
MLP +$36,200
OPEN -$583,961
REIT - Healthcare Facilities -$696,385
MPW -$296,180
VTR -$400,205
REIT - Specialty -$4,424,337
SELF +$122,694
IRM +$2,954
OUT -$249,969
RYN -$301,066
EQIX -$3,998,950
Basic Materials -$13,333,413
Gold +$4,083,970
HYMC +$4,148,000
IAUX +$5,250
IDR -$69,280
Building Materials +$94,680
AMRZ +$94,680
Specialty Chemicals +$13,643
HDSN +$23,748
SNES -$168
GEVO -$9,937
Chemicals -$506,723
ASPI -$506,723
Other Industrial Metals & Mining -$17,018,983
MP -$17,018,983
Consumer Cyclical -$28,583,937
Resorts & Casinos +$4,766,165
VAC +$4,481,165
PENN +$285,000
Personal Services +$643,464
WW +$643,464
Footwear & Accessories +$459,500
FOSL +$459,500
Restaurants +$449,126
VENU +$461,721
WEN +$17,846
VSTD -$5,479
RRGB -$24,962
Furnishings, Fixtures & Appliances +$13,500
CRWS +$13,500
Gambling +$11,560
ROLR +$11,560
Auto & Truck Dealerships +$2,213
KFS +$4,064
GORV -$1,851
Home Improvement Retail -$101,394
HVT -$101,394
Auto Parts -$245,870
PHIN -$46,820
STRT -$199,050
Internet Retail -$300,941
ETSY -$15,706
EBAY -$82,532
CART -$202,703
Leisure -$1,428,909
NWTG +$163,401
LUCK +$35,700
PTON -$1,628,010
Travel Services -$2,321,116
BKNG -$2,321,116
Luxury Goods -$6,676,580
BRLT -$18,290
TPR -$2,982,070
REAL -$3,676,220
Apparel Retail -$8,226,608
TJX -$8,226,608
Specialty Retail -$15,628,047
MUSA -$15,628,047
Industrials -$33,468,654
Industrial Distribution +$2,023,077
MSM +$1,943,037
FAST +$80,040
Specialty Business Services +$1,285,346
TH +$932,950
RHLD +$634,292
TISI +$62,720
PRSU +$25,209
LZ -$369,825
Farm & Heavy Construction Machinery +$624,259
CNH +$500,009
AEBI +$124,250
Trucking +$100,513
RXO +$100,513
Tools & Accessories +$93,559
EML +$93,559
Airports & Air Services -$27,854
ASLE +$19,580
SRTA -$47,434
Staffing & Employment Services -$75,730
TNET -$25,025
ZIP -$50,705
Electrical Equipment & Parts -$88,124
ULBI +$277,848
HUBB +$186,719
PPSI +$33,870
ATKR -$64,750
AEIS -$521,811
Engineering & Construction -$197,245
TPC +$305,389
TIC -$502,634
Railroads -$253,442
NSC -$253,442
Waste Management -$299,543
WM -$299,543
Integrated Freight & Logistics -$797,387
CHRW -$381,925
PAL -$415,462
Security & Protection Services -$1,407,689
EVLV +$363,322
BRC -$1,771,011
Rental & Leasing Services -$1,962,629
AL -$1,962,629
Consulting Services -$2,116,157
EFX -$520,925
VRSK -$545,863
HURN -$1,049,369
Metal Fabrication -$7,071,894
AP +$140,360
TG -$281,408
ATI -$6,930,846
Specialty Industrial Machinery -$10,651,400
ETN +$67,978
GTES -$50,594
CSW -$86,354
SYM -$96,928
XMTR -$150,144
NPWR -$3,186,958
MIR -$7,148,400
Aerospace & Defense -$12,646,314
HII -$268,124
KTOS -$534,149
GE -$2,381,680
RKLB -$2,719,474
KRMN -$6,742,887
Communication Services -$35,374,262
Entertainment +$1,778,109
BATRA +$1,488,291
STRZ +$336,442
TKO -$46,624
Broadcasting -$6,044
CURI -$6,044
Advertising Agencies -$661,184
EVC -$280,665
MGNI -$380,519
Electronic Gaming & Multimedia -$2,416,542
TTWO -$364,455
EA -$2,052,087
Telecom Services -$9,300,630
GOGO +$627,527
GLIBA +$511,683
GLIBK +$511,683
ATEX -$138,303
GSAT -$570,995
TMUS -$10,242,225
Internet Content & Information -$24,767,971
RUM +$5,772,367
UPXI +$673,500
MTCH +$445,691
PODC +$24,200
EVER -$21,791
DJT -$44,618
Z -$183,490
ZG -$183,490
MAX -$720,326
SNAP -$1,609,207
META -$8,037,895
GOOG -$10,441,456
GOOGL -$10,441,456
Financial Services -$95,456,040
Asset Management +$6,442,647
CNS +$7,479,292
BEN +$2,134,475
TPVG +$2,032,520
ASA +$1,451,348
OBDC +$1,271,614
MXF +$1,160,040
NML +$341,940
KYN +$295,250
TSLX +$208,500
GF +$188,509
OTF +$165,824
GDV +$132,447
NCDL +$99,200
TRIN +$52,684
CCAP +$26,683
MGLD +$20,960
GRF +$16,237
RCG +$12,144
GLAD +$9,999
BCG +$7,739
ASG +$2,528
EVT -$24,964
NTRS -$95,252
EQH -$293,871
ECAT -$859,463
FHI -$1,537,405
INV -$2,786,869
CYPH -$5,069,462
Insurance Brokers +$682,280
ARX +$682,280
Insurance - Reinsurance +$129,454
GLRE +$129,454
Shell Companies -$235,492
BSLK -$1,360
UMAC -$234,132
Insurance - Specialty -$791,026
AMSF -$50,142
FNF -$366,930
ACT -$373,954
Banks - Regional -$1,052,249
BPRN +$196,253
COFS +$142,500
FGBI +$106,480
GCBC +$98,880
MPB +$56,561
AVBC +$45,178
INBK +$35,920
NWBI +$26,167
CIVB +$21,490
CBAN +$16,225
FUSB +$14,345
BOTJ +$12,747
BSRR +$11,511
LCNB +$7,658
AUBN +$5,078
ATLO +$4,250
FBLA +$3,267
NIC +$3,009
TCBX -$3,969
SMBK -$8,750
FVCB -$12,225
IBCP -$15,375
FSBC -$19,842
HOPE -$21,000
PB -$72,142
LC -$91,194
WBS -$443,582
CATY -$1,171,689
Mortgage Finance -$1,280,118
RKT -$168,598
PFSI -$1,111,520
Insurance - Life -$2,190,407
FG +$149,400
PRI -$510,600
UNM -$572,865
CNO -$1,256,342
Insurance - Property & Casualty -$4,822,059
DGICA +$289,797
HIPO -$58,494
HRTG -$1,470,085
ALL -$3,583,277
Credit Services -$18,767,605
LPRO +$60,800
FOA -$24,893
PYPL -$249,057
SOFI -$1,415,515
FCFS -$5,826,440
RWAY -$11,312,500
Financial Data & Stock Exchanges -$29,958,129
COIN -$1,983,554
CME -$1,984,798
MORN -$3,027,194
ICE -$22,962,583
Capital Markets -$43,613,336
BTCS +$261,425
CIFR -$377,436
PIPR -$633,447
MARA -$746,222
CRCL -$3,248,906
FIGR -$38,868,750
Technology -$255,399,534
Consumer Electronics +$968,480
SONO +$1,008,045
GPRO -$39,565
Information Technology Services -$1,113,178
TSSI +$40,000
CTSH -$11,350
EPAM -$107,574
BBAI -$133,870
BR -$900,384
Electronic Components -$3,014,257
TTMI -$43,068
BHE -$382,532
KN -$632,000
BELFB -$866,207
FLEX -$1,090,450
Solar -$5,854,157
SPRU +$320,209
FTCI -$898,000
NXT -$5,276,366
Computer Hardware -$5,904,088
SCKT +$24,729
QBTS +$1,795
TACT -$4,300
NTAP -$35,146
RGTI -$1,202,106
IONQ -$4,689,060
Semiconductor Equipment & Materials -$6,933,519
Q +$250,452
ICHR +$145,300
INTT +$44,640
ENTG -$37,786
AMKR -$316,800
AXTI -$344,386
FORM -$520,383
AMAT -$936,321
IPGP -$5,218,235
Scientific & Technical Instruments -$8,179,454
TRMB -$128,460
COHR -$300,000
ST -$7,750,994
Communication Equipment -$13,594,885
ZBRA +$233,118
SATS +$68,070
NTGR -$98,400
CIEN -$974,057
LITE -$2,049,461
CSCO -$10,774,155
Software - Application -$20,949,573
BLND +$4,119,196
ALRM +$1,257,281
SMRT +$218,813
SVCO +$188,981
NRDY +$185,092
AEYE +$45,945
MYSZ +$10,290
OBLG +$9,500
VTSI +$108
SSTI -$2,810
FRSH -$7,760
BSY -$24,091
U -$29,902
RNG -$62,693
INTA -$76,365
DT -$93,380
TRAK -$104,788
TTAN -$143,184
FIG -$189,254
MAPS -$208,495
LAW -$290,303
PCTY -$301,605
NATL -$307,686
PCOR -$346,231
JAMF -$370,861
GWRE -$489,143
FSLY -$719,514
APPF -$949,052
GRND -$1,054,285
BRZE -$1,339,005
DUOL -$2,672,373
HUBS -$3,128,935
CVLT -$4,058,850
TEAM -$10,014,214
Software - Infrastructure -$24,472,739
ARAI +$43,867
RPAY -$15,750
PDYN -$33,977
CSAI -$55,000
NTCT -$79,786
NN -$155,775
FFIV -$252,458
TWLO -$252,544
AKAM -$438,451
AEVA -$479,187
DBX -$668,550
KVYO -$704,053
VRSN -$2,238,531
GCT -$2,752,575
NET -$4,203,666
IOT -$12,186,303
Semiconductors -$166,352,164
NVTS -$2,556
SMTC -$31,540
MOBX -$41,218
QRVO -$74,786
SKYT -$157,065
SWKS -$764,501
MTSI -$3,389,035
ALAB -$28,874,017
MPWR -$30,777,446
SITM -$102,240,000
Healthcare -$563,739,510
Medical Devices +$5,717,745
BFLY +$6,784,060
TELA +$4,000,440
LAB +$1,374,575
TMDX +$1,000,350
QDEL +$501,577
SRTS +$132,060
STEX +$25,060
ARAY +$19,410
IRIX +$11,494
ELUT +$11,470
VNRX +$7,000
MYO +$3,233
HYPR -$1,517
RBOT -$4,007
OM -$7,135
LIVN -$13,485
SYK -$60,370
SGHT -$101,791
AVNS -$165,014
AORT -$463,792
SIBN -$478,448
IRMD -$692,674
ATEC -$1,365,700
GKOS -$1,740,600
MDT -$3,058,451
Medical Instruments & Supplies +$513,279
AVTR +$993,125
BLFS -$148,545
RGEN -$331,301
Medical Distribution +$72,000
COSM +$72,000
Healthcare Plans -$543,227
PGNY -$543,227
Medical Care Facilities -$619,564
ENSG -$178,570
TOI -$200,000
MD -$240,994
Drug Manufacturers - Specialty & Generic -$705,788
RMTI -$4,419
IRWD -$19,973
PCRX -$95,396
AMRX -$586,000
Health Information Services -$13,078,809
TBRG +$1,451,888
CTEV +$676,122
EVH +$38,199
OMCL -$121,208
HNGE -$289,708
TEM -$14,834,102
Diagnostics & Research -$103,808,408
OPK +$2,978,156
STRR +$214,432
GH -$11,165
CSTL -$91,106
A -$130,492
TWST -$174,480
FLGT -$290,983
VCYT -$423,563
EXAS -$445,000
NTRA -$3,170,846
RDNT -$3,902,254
MEDP -$18,376,705
GRAL -$79,984,402
Biotechnology -$163,311,606
ALMS +$10,814,040
ANNX +$8,655,784
CRVO +$436,152
SLGL +$207,244
SAVA +$201,809
BHVN +$144,770
IVVD +$125,000
SLS +$100,806
ANVS +$69,900
TENX +$58,164
LITS +$22,777
TTRX +$16,125
SLRX +$16,000
VXRT +$15,921
PHIO +$6,350
SILO +$5,582
IPSC +$2,594
ITRM +$2,191
PLX -$314
ALLO -$959
ADPT -$3,344
VIVS -$7,300
TNYA -$9,802
ARTV -$21,522
LXEO -$24,815
ACLX -$30,600
RCKT -$34,463
VIR -$37,782
ATRA -$62,225
ARQT -$72,135
SEER -$80,108
AURA -$92,731
APLS -$100,300
REPL -$113,350
FULC -$165,495
FENC -$170,048
PTGX -$229,896
URGN -$250,000
SGMT -$289,979
IMVT -$298,237
CYTK -$323,650
HOWL -$390,756
RAPP -$489,138
ELVN -$551,894
RCUS -$1,012,764
MDGL -$1,082,986
VRTX -$1,086,450
TYRA -$2,030,923
LPTX -$5,069,462
JAZZ -$5,458,839
BBIO -$7,445,066
RPRX -$7,927,985
PGEN -$12,291,748
INSM -$14,692,249
MLYS -$43,350,000
ROIV -$78,913,500
Drug Manufacturers - General -$287,975,132
GILD -$313,075
LLY -$287,662,057