WEC Energy Group was upgraded to a buy, reflecting stable fundamentals, robust Q2 cash flow, and long-term CAPEX tied to AI-driven energy demand. The company's $37.5B CAPEX through 2030 supports data center growth in Wisconsin, with cash generation funding 100% of recent capital expenditures. Q2 EPS beat consensus by 10%, rising 20% YoY despite climate-driven demand reduction. Estimated EPS CAGR of 7–8% and a 3–3.5% dividend yield drive a projected 10–11% annual total return, with a target price near $180.