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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Preference for WEC Energy in the utilities sector, which has 80% of its assets exposed to some of the most constructive jurisdictions in the country (such as Wisconsin and areas covered by FERC) as well as upside to the data center demand, led us to add to our holding, funding the increase with a trim to Sempra and an exit of Edison International. BSD Analysis: WEC...
— Dmitry Khaykin, Deepon Nag
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Other investors who've written on WEC Energy Group, Inc.
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