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WEWEC

WEC Energy Group, Inc.

$WEC·$37B·Regulated Electric·Utilities
$115.30+0.7%YTD+8.3%1Y+7.9%
Mentions · last 7 days
2026-07-10: 130 posts2026-07-11: 47 posts2026-07-12: 86 posts2026-07-13: 134 posts2026-07-14: 35 posts2026-07-15: 37 posts2026-07-16: 18 posts507+6%
Price updated 15m ago·X counts updated 16h ago
WEWEC
$WECWEC Energy Group, Inc.
$115.30+0.71%507 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WEC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Wisconsin utility with data-center demand tailwind and Q2 in two weeks — steady compounder.

WEC Energy Group is a Midwestern regulated utility — Wisconsin Electric, Wisconsin Gas, and related regulated + limited non-regulated operations. It's a dividend-king utility compounder with a specific data-center demand tailwind in Wisconsin.

What the setup shows:

  • Growth is decent for a utility: Q1 revenue up 9% YoY to $3.43B, and the four-quarter growth stack is 9-13% — real growth for a regulated utility.
  • Margins are excellent for the category: operating margin 29%, ROIC 5% — well-run rate-base compounder.
  • The July 1 Seeking Alpha piece 'Data Centers Make This Utility Growth Story More Attractive' captures the specific bull case — Wisconsin's data-center pipeline is meaningful for WEC's Public Service Commission-approved rate base.
  • Insider action is small director awards only — no signal.
  • Position confirms the setup: 68% of 52-week range, YTD +8%, t12m +8% — steady utility performance.
  • Regular quarterly dividend maintained (July 16 declaration) — the income compounder framing is intact.

The forward view: the July 29 Q2 print is the referee. A beat with any specific commentary on data-center-driven rate-base commentary keeps the coil intact upward. What keeps it stuck: an in-line print with maintenance guidance. What breaks it lower: an unfavorable PSC rate-case outcome, or a specific storm/wildfire-related liability headline.

What to watch: July 29 Q2 earnings and any data-center-driven rate-base commentary; an unfavorable Wisconsin PSC rate-case outcome would break the coil the wrong way.

On the calendar: 2026-07-29 — Q2 2026 earnings

no sentiment data

Read the AI verdict + X sentiment for $WEC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Regulated natural gas and electric utility serving Wisconsin, Michigan, Minnesota, and Illinois.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $WEC.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $WEC

Partial — Regulated natural gas and electric utility serving Wisconsin, Michigan, Minnesota, and Illinois; the data center load growth and nuclear PPA re-rating of rate base is a secondary rather than primary near-term earnings catalyst.

Industry benchmark

23-name peer basket
+426.9%YTD
+7.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$2.45$2.30+6.5%
Q4 2025Feb 5, 2026$1.42$1.39+2.2%
Q3 2025Oct 30, 2025$0.83$0.81+2.5%
Q2 2025Jul 30, 2025$0.76$0.70+7.8%
Next earningsWed, Jul 29·consensus EPS $0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.4B+9.0%59.5%28.5%$2.47$400.5M
Q4 FY25$2.5B+11.1%48.8%23.0%$0.97$-905.4M
Q3 FY25$2.1B+12.9%71.1%21.4%$0.84$-625.7M
Q2 FY25$2.0B+13.4%41.9%20.1%$0.77$23.9M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.1B$10.1B – $10.2B$5.60$5.57 – $5.6410
FY27$10.6B$10.4B – $10.8B$6.00$5.95 – $6.0411
FY28$11.4B$11.3B – $11.6B$6.49$6.41 – $6.6114
FY29$11.9B$11.0B – $12.3B$7.01$6.34 – $7.329
FY30$12.5B$11.6B – $12.9B$7.63$6.90 – $7.9713

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.68%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 324.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 19Daniel KruegerEVP WEC Infrastructure4.7K sh$518KSellFeb 24Ulice Jr PayneDirector1.4K sh$166KSellFeb 23Gale E KlappaDirector3.2K sh$367KSellFeb 17Gale E KlappaDirector5.0K sh$583KSellFeb 13Gale E KlappaDirector25.0K sh$2.9MSellFeb 13Straka Mary BethSr. VP-Corp Comm & Inv Rel2.8K sh$325KSellFeb 9Scott J LauberCEO8.1K sh$895K
+ 16 other (8 awards · 6 exempts · 1 discretionary · 1 inkind) in window

See when $WEC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

WEC Energy Group representatives participating in upcoming investor meetings; filed presentation slides as Exhibit 99.1. Routine investor relations disclosure.

8-KShareholder voteMay 128-K — Item 5.07: Shareholder vote
AI summary

WEC held its Annual Meeting of stockholders around 2026-05-12 (8-K Item 5.07). Stockholders elected 9 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDMay 118-K — Item 7.01: Press release / Reg FD
AI summary

WEC filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-11. Covers: presentatives of WEC will be participating in upcoming meetings with investors. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KOfficer or director changeMay 88-K — Item 5.02: Officer or director change
AI summary

WEC disclosed a personnel change (8-K Item 5.02, dated 2026-05-08). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDApr 18-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

WEC filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-01. Covers: presentatives of WEC Energy Group, Inc. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMar 28-K — Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)Feb 23424B5
8-KPress release / Reg FDFeb 68-K — Item 7.01: Press release / Reg FD
+ 16 other (3 11-Ks · 3 earnings 8-Ks · 3 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wisconsin Electric declares quarterly dividendsprnewswire.com·1d agoWEC Energy Group declares quarterly dividendprnewswire.com·1d agoComEd, Nicor Gas, North Shore Gas and Peoples Gas Recognize Mercy Housing's Energy Efficiency Efforts With Premier Partner Awardgurufocus.com·16d agoWEC Energy Group: Data Centers Make This Utility Growth Story More Attractiveseekingalpha.com·16d agoWEC Energy Group: A Future Dividend Aristocrat To Watch Nowseekingalpha.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $WEC on X in the last 7 days.

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