IFWM
FRVO

Institute for Wealth Management’s Fervo Energy FRVO Stock Holding History

Institute for Wealth Management’s Portfolio FRVO Stock Details FRVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.48K Buy
+119
New +$4.3K ﹤0.01% 1511

Other funds holding FRVO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Institute for Wealth Management's FRVO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Fervo Energy (FRVO) in Q2 2026: 119 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings.

51 funds tracked by Wall St. Rank hold FRVO as of Q2 2026.

  • Institute for Wealth Management held 119 shares of Fervo Energy worth $3.48K as of Q2 2026.
  • Fervo Energy was a new Institute for Wealth Management position in Q2 2026.
  • Fervo Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1511 holding.
  • 51 funds tracked by Wall St. Rank held Fervo Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.