Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Utilities
3 · Sub-industry
Inside Electric Utilities
Electric Utilities · weight
1.81%
Industry change · 12M
+0.10 pp
Electric Utilities · contribution
+0.101 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2018 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Exelon → EXC | United States | $28.5bn | 0.173% | +0.020 pp | +0.022 pp | +9.4% | Yes |
| Southern Company → SO | United States | $45.4bn | 0.276% | +0.015 pp | +0.017 pp | +2.3% | Yes |
| FirstEnergy → FE | United States | $16.4bn | 0.100% | +0.007 pp | +0.016 pp | +7.0% | Yes |
| Duke Energy → DUK | United States | $54.1bn | 0.328% | +0.012 pp | +0.015 pp | +0.6% | Yes |
| Public Service Enterprise Group → PEG | United States | $26.8bn | 0.162% | +0.016 pp | +0.013 pp | +3.1% | Yes |
| American Electric Power → AEP | United States | $33.5bn | 0.203% | +0.010 pp | +0.010 pp | +0.7% | Yes |
| PPL Corporation → PPL | United States | $19.1bn | 0.116% | -0.003 pp | -0.009 pp | -13.0% | No |
| Edison International → EIX | United States | $20.3bn | 0.123% | +0.005 pp | +0.007 pp | +0.4% | No |
| Alliant Energy → LNT | United States | $9.6bn | 0.058% | +0.005 pp | +0.006 pp | +5.0% | Yes |
| WEC Energy Group → WEC | United States | $19.9bn | 0.121% | +0.008 pp | +0.005 pp | -0.0% | Yes |
| Eversource Energy → ES | United States | $18.1bn | 0.110% | +0.002 pp | -0.004 pp | -7.9% | No |
| Entergy → ETR | United States | $7.3bn | 0.044% | +0.003 pp | +0.004 pp | +5.3% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.