WEC

WEC Energy Group

DOUBTFUL — SCREEN DOES NOT PASSstock

Is WEC Halal?

Utility — permissible but leverage concerns.

What You Should Know

WEC's March 31, 2026 filing reports debt/assets of 42.42%, liquidity/assets of 0.09% and receivables plus cash/assets of 3.79%. WEC provides electricity and gas in the Midwest, while transmission affiliates, non-utility infrastructure and financing remain qualitative concerns.

⚠️ Concerns

  • Debt screen fails at 42.42% of assets
  • Very low unrestricted liquidity
  • Outside trust assets excluded from liquidity
  • Gross interest income unavailable

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
42.42%Above limit
Below 33.333% under FTSE Yasaar

21,947.4 / 51,734

Cash + interest-bearing securities / assets
0.09%Within limit
Below 33.333% under FTSE Yasaar

45.6 / 51,734

Receivables + cash / assets
3.79%Within limit
Below 50% under FTSE Yasaar

1,960 / 51,734

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt is 42.42% of total assets, above the examined 33.333% limit; liquidity is 0.09% and receivables plus cash are 3.79%, while gross interest income is unavailable.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt is 42.42% of total assets, above the examined 33.33% limit; liquidity and receivables-plus-cash are below their examined limits. This is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt is 42.42% of total assets, above the examined 33% limit; identifiable liquidity is below 33%. This is a calculation against SAC ratios, not an official classification of a U.S.-listed security.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible 24- or 36-month issuer market-cap history is not stored, so market-cap methods are not estimated from a current spot price.

Business-activity disclosure

WEC provides electric and natural-gas utility services, generally permissible in principle. Transmission affiliates, non-utility energy infrastructure, renewable projects, financing and regulated structures require qualitative review, and the filing does not provide a reproducible prohibited-activity numerator.

Limitation: The filing does not quantify a scholar-specific prohibited-revenue numerator or gross interest income; this record is not an official Sharia classification.

Purification

Gross interest income is not separately disclosed and the business-activity numerator remains incomplete; no fixed purification amount is prescribed.

Inputs, assumptions and primary sources
  • Interest-bearing debt combines 2,045.2 of short-term debt, 520.4 of current long-term debt and 19,381.8 of noncurrent long-term debt; finance lease obligations are excluded from this narrower debt input.
  • Cash and cash equivalents are 45.6. Restricted cash and outside pension/OPEB trust securities are excluded; no separate unrestricted interest-bearing securities balance is identified.
  • Accounts receivable and unbilled revenues, net are 1,914.4 and quarterly operating revenue is 3,434.2.
  • Gross interest income is not separately disclosed in the consolidated statement; other income, net is not used as an interest-income proxy.
  • WEC includes regulated electric and natural-gas utilities, transmission investments and non-utility energy infrastructure; no school-specific prohibited-revenue numerator is disclosed.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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