WEC Energy Group's electric and gas utility businesses serve electric and gas customers in Illinois, Michigan, Minnesota, and Wisconsin service territories. The company also owns a 60% stake in American Transmission Co. WEC's asset mix is approximately 49% electric generation and distribution, 30% gas distribution, 10% electric transmission, 9% unregulated renewable energy, and 2% LNG distribution and generation.
The chart shows the growth of an initial investment of $10,000 in WEC Energy Group, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
WEC Energy Group, Inc. (WEC) has returned 11.27% so far this year and 14.16% over the past 12 months. Looking at the last ten years, WEC has achieved an annualized return of 6.96%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
WEC
1M0.78%
6M3.19%
YTD11.27%
1Y14.16%
5Y4.81%
10Y6.96%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of WEC Energy Group, Inc. (WEC) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
4.73%
5.55%
-0.52%
2.00%
2025
4.26%
8.19%
2.66%
0.77%
-1.50%
-2.33%
4.35%
-3.13%
7.87%
-2.32%
1.14%
-5.54%
2024
-3.86%
-1.21%
5.00%
0.83%
-1.01%
-3.11%
9.19%
7.21%
3.39%
-0.90%
2.51%
-6.98%
2023
0.41%
-4.96%
7.08%
2.11%
-9.11%
0.79%
2.19%
-6.93%
-4.56%
1.71%
2.40%
0.63%
2022
-0.07%
-6.25%
9.68%
0.30%
4.64%
-4.56%
2.72%
-0.30%
-13.52%
0.04%
9.21%
-6.23%
2021
-3.47%
-9.64%
15.20%
4.11%
-2.66%
-5.52%
5.68%
0.43%
-6.98%
1.48%
-3.38%
11.14%
2020
8.11%
-7.85%
-5.12%
6.58%
1.96%
-4.35%
8.77%
-1.02%
3.42%
3.67%
-6.62%
-3.88%
2019
5.67%
4.45%
3.70%
-0.66%
3.16%
3.35%
2.64%
12.04%
-0.87%
-0.52%
-6.18%
4.49%
2018
-3.21%
-6.49%
4.67%
2.15%
-2.46%
2.20%
2.47%
2.52%
-1.72%
2.75%
7.06%
-3.91%
2017
0.68%
3.41%
1.80%
0.10%
3.65%
-1.95%
2.31%
3.57%
-3.99%
7.09%
2.64%
-4.55%
2016
-2.74%
3.14%
8.63%
-0.60%
-7.62%
0.08%
-0.23%
-6.18%
5.66%
Performance Indicators
The charts below present risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of WEC compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current WEC Energy Group, Inc. volatility is 1.11%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Liabilities And Equity (USD)
51.52B
47.36B
43.94B
41.87B
38.99B
37.03B
34.95B
33.48B
31.59B
30.12B
29.36B
15.16B
14.77B
14.29B
13.86B
13.06B
12.70B
Equity Attributable To Parent (USD)
14.05B
12.80B
12.07B
11.62B
-
-
-
-
9.49B
8.96B
8.69B
4.42B
4.23B
4.14B
3.96B
3.80B
-
Equity Attributable To Noncontrolling Interest (USD)
Wisconsin Electric, a subsidiary of WEC Energy Group, declared quarterly cash dividends on its Preferred Stock series. The board approved a 90-cent dividend per share on the 3.60% Series Preferred Stock payable March 1, 2026, and a $1.50 per share dividend on the Six Per Cent Preferred Stock payable April 30, 2026.
Benzinga•Prnewswire
AI Insight
The company is maintaining and declaring regular quarterly dividends on its preferred stock, demonstrating financial stability and commitment to returning value to shareholders. Consistent dividend payments are typically viewed positively by income-focused investors.
WEC Energy Group announced a 6.7% increase in its quarterly dividend to 95.25 cents per share, raising the annual dividend rate to $3.81 per share. The dividend will be paid on March 1, 2026, marking the 334th consecutive quarter of dividend payments and the 23rd consecutive year of dividend increases. The company maintains a target dividend payout ratio of 65-70% of earnings.
Benzinga•Prnewswire
AI Insight
The company demonstrated strong financial health and commitment to shareholders through a 6.7% dividend increase, marking 23 consecutive years of dividend growth and 334 consecutive quarters of dividend payments. This indicates stable earnings, strong cash flow generation, and management confidence in future performance.
EnergySolutions and WEC Energy Group submitted a Notice of Intent to the U.S. Nuclear Regulatory Commission for a major licensing action to develop new nuclear generation at the Kewaunee Power Station site in Wisconsin. The companies are conducting in-depth studies to demonstrate site suitability as part of a multi-phase project exploring new nuclear construction.
GlobeNewswire Inc.•Unknown
AI Insight
Partnership with EnergySolutions on new nuclear generation project represents strategic investment in clean, reliable energy infrastructure. This positions WEC favorably for meeting future energy demands with carbon-free power and demonstrates commitment to sustainable energy solutions.
Oklo's stock has fallen 55% from its October peak of $175 to under $80, despite no significant changes to the company's business fundamentals. The nuclear startup remains highly speculative as it's pre-commercial with no revenue, building only a prototype reactor. While the company has a promising customer pipeline of 14 GW and could be undervalued if successful, significant execution risks exist around whether the small modular reactor design will work at scale and be economically viable.
The Motley Fool•John Bromels
AI Insight
Mentioned only as a comparable company for valuation purposes, with no direct investment recommendation or sentiment expressed.
WEC Energy Group plans to raise its quarterly dividend by 6.7% to 95.25 cents per share in Q1 2026, consistent with its strategy of growing dividends at a 6.5-7% annual rate. The company also provided 2026 earnings guidance of $5.51 to $5.61 per share.
Benzinga•Prnewswire
AI Insight
Positive dividend increase, consistent earnings guidance, and clear strategic growth plan demonstrate financial stability and shareholder commitment
Wisconsin Electric Power Co., a subsidiary of WEC Energy Group, announced quarterly cash dividends for its Preferred Stock series, payable in December 2025 and January 2026.
Benzinga•Prnewswire
AI Insight
Standard dividend declaration with no significant positive or negative implications, routine financial communication
WEC Energy Group announced a quarterly cash dividend of 89.25 cents per share, payable on December 1, 2025, marking its 333rd consecutive quarterly dividend payment since 1942.
Benzinga•Prnewswire
AI Insight
Company demonstrates financial stability through consistent 333-quarter dividend history, serves 4.7 million customers across multiple states, and is a Fortune 500 S&P 500 component with over $49 billion in assets
Nuclear energy startup Oklo is developing small modular reactors (SMRs) and has seen significant stock growth, with a groundbreaking ceremony for its first Aurora power plant near Idaho Falls. The company's technology could potentially revolutionize nuclear power generation, though it remains a high-risk investment.
The Motley Fool•John Bromels
AI Insight
Mentioned as a comparative market cap reference, no specific analysis of the company's performance
The article discusses three closed-end funds (CEFs) with potentially overinflated premiums that investors should be cautious about, highlighting risks of valuation corrections in utility and bond-focused funds.
Investing.com•Michael Foster
AI Insight
Mentioned as a utility stock holding, with potential volatility due to AI electricity demand
The article discusses three utility stocks that are expected to benefit from a more business-friendly regulatory environment in the coming years, with a focus on their earnings growth, dividend yields, and capital investment plans.
Investing.com•Marketbeat.Com
AI Insight
WEC Energy Group has a strong balance sheet and regulatory deals in its key markets, which are expected to fuel its forecast for compound annual earnings growth between 6.5% and 7% from 2025 to 2029, including a major data center investment by Microsoft.