The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.

Performance beat was primarily driven by grid-based growth and infrastructure investments, which contributed $0.13 to earnings; this included $0.11 from projects under construction mostly supporting Very Large Customers (VLCs).

Management attributes the robust $37.5 billion capital plan to unprecedented demand from hyperscalers, with 15% of the asset base expected to serve large customers by 2030.

The Microsoft site in Pleasant Prairie is now partially operational, with WEC preparing to serve a forecasted demand increase of 2.6 gigawatts in that corridor through 2030.

Vantage Data Centers' project for Oracle is progressing on schedule, with structural framework complete and an expected 1.3 gigawatts of demand over the next five years.

Regional economic strength is further supported by industrial expansions from Rehlko, Waukegan Steel, and Harley Davidson, reinforcing Wisconsin's attractiveness for manufacturing.

The newly approved VLC tariff provides a transparent framework that ensures large customers pay their full share of costs, protecting the broader customer base from stranded asset risks.

Management expects long-term EPS growth of 7% to 8% through 2030, with an anticipated acceleration to the upper half of that range starting in 2028.

The 5-year capital plan will be refreshed in Q3 2026, with potential upside from additional data center demand, transmission projects, and generation for Point Beach replacement.

Guidance for 2026 assumes normal weather for the remainder of the year and includes approximately $1.1 billion in common equity issuance to maintain credit strength.

New natural gas generation facilities in Paris and Oak Creek are scheduled to begin coming online in late 2027 to meet rising capacity requirements.

Future generation strategy for data centers will utilize an 'all of the above' approach, including renewables, batteries, and potentially combined-cycle natural gas for energy needs.

Oracle has initiated a legal challenge regarding credit support requirements, though management maintains this does not impact current project construction or timelines.

In Illinois, the pipe retirement program is experiencing slower-than-desired ramping due to labor force challenges and high competition for skilled talent.

Political uncertainty exists regarding a potential data center moratorium proposed by a gubernatorial candidate., though WEC is actively providing facts on the economic benefits to mitigate this.

The VLC tariff requires customers with credit ratings of BBB- or lower to post full collateral for the depreciable value of assets, a measure praised by rating agencies for its protectiveness.

One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.

Management confirmed the project remains on time and on budget despite the lawsuit, with Oracle continuing to provide required financial support.

If the current customer were unable to fulfill obligations, management believes the site remains highly attractive for other hyperscalers.

WEC is in active discussions with multiple potential customers for sites in the 400 to 500-megawatt range.

Management does not believe the stringent collateral requirements in the VLC tariff are deterring new entrants due to the transparency the framework provides.

While focusing on gas and renewables in the short term, management views nuclear as a potential long-term option for the country.

WEC retains the Kewaunee site land, providing a strategic option for future nuclear development if the technology and regulatory environment align.

Any capital beyond the current plan is expected to be funded with 50% equity content, primarily utilizing the ATM program.

Management is exploring 'cash returns' on projects as an alternative to AFUDC to accelerate cash accumulation and improve funding efficiency.