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
99.92%
Industry change · 12M
+97.78 pp
Electric Utilities · contribution
+97.781 pp
Company participation
8%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2020 · 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 |
|---|---|---|---|---|---|---|---|
| Edison International → EIX | United States | $19865200.0bn | 99.919% | +99.786 pp | +99.803 pp | -8.2% | Yes |
| Duke Energy → DUK | United States | $59.3bn | 0.000% | -0.326 pp | -0.376 pp | -6.3% | No |
| Southern Company → SO | United States | $57.1bn | 0.000% | -0.327 pp | -0.307 pp | +9.2% | No |
| American Electric Power → AEP | United States | $39.5bn | 0.000% | -0.229 pp | -0.237 pp | -1.6% | No |
| Exelon → EXC | United States | $25.6bn | 0.000% | -0.155 pp | -0.199 pp | -24.2% | No |
| Public Service Enterprise Group → PEG | United States | $22.7bn | 0.000% | -0.146 pp | -0.172 pp | -21.9% | No |
| WEC Energy Group → WEC | United States | $27.8bn | 0.000% | -0.143 pp | -0.143 pp | +14.5% | No |
| PPL Corporation → PPL | United States | $18.9bn | 0.000% | -0.127 pp | -0.131 pp | -18.1% | No |
| Eversource Energy → ES | United States | $25.8bn | 0.000% | -0.135 pp | -0.129 pp | +13.2% | No |
| FirstEnergy → FE | United States | $21.7bn | 0.000% | -0.129 pp | -0.127 pp | -0.4% | No |
| Evergy → EVRG | United States | $12.5bn | 0.000% | -0.073 pp | -0.085 pp | -2.2% | No |
| Alliant Energy → LNT | United States | $11.8bn | 0.000% | -0.064 pp | -0.064 pp | +5.4% | No |
| Entergy → ETR | United States | $9.4bn | 0.000% | -0.058 pp | -0.052 pp | +1.6% | No |
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.