WEC Energy (WEC)

• Market cap: $34.6B
• 1 day: -0.13%
• 5 days: 4.06%
• 1 month: 0.44%
• 3 months: 15.80%
• 6 months: 12.50%
• Year to date: 15.80%
• 1 year: 33.45%
• 5 years: 30.32%
• 10 years: 117.99%
• Sector: Utilities
• Industry: Electric & Other Services Combined

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

101% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 77

57% more funds holding in top 10

Funds holding in top 10: 7 [Q3] → 11 (+4) [Q4]

25% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 358

5% more funds holding

Funds holding: 1,117 [Q3] → 1,172 (+55) [Q4]

1% less capital invested

Capital invested by funds: $24.7B [Q3] → $24.5B (-$234M) [Q4]

7.33% less ownership

Funds ownership: 89.51% [Q3] → 82.19% (-7.33%) [Q4]

32% less call options, than puts

Call options by funds: $39.9M | Put options by funds: $58.6M

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $93 15% downside
• Avg. target: $103 6% downside
• High target: $115 6% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

BMO Capital James Thalacker 77% 1-year accuracy 55 / 71 met price target	8% downside $100	Market Perform Maintained	5 Feb 2025
Wells Fargo Neil Kalton 63% 1-year accuracy 30 / 48 met price target	6% upside $115	Overweight Maintained	5 Feb 2025
Barclays Nicholas Campanella 57% 1-year accuracy 43 / 75 met price target	15% downside $93	Equal-Weight Upgraded	2 Jan 2025