Next Level Wealth Planning’s Fervo Energy FRVO Stock Holding History

Next Level Wealth Planning’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 Q3	$1.58K	Buy	+116	New	+$2.35K	﹤0.01%	475

Other funds holding FRVO

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Next Level Wealth Planning's FRVO Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Fervo Energy (FRVO) in Q3 2026: 116 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings.

76 funds tracked by Wall St. Rank hold FRVO as of Q3 2026.

Next Level Wealth Planning held 116 shares of Fervo Energy worth $1.58K as of Q3 2026.
Fervo Energy was a new Next Level Wealth Planning position in Q3 2026.
Fervo Energy made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #475 holding.
76 funds tracked by Wall St. Rank held Fervo Energy as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.