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
1.65%
Industry change · 12M
-0.39 pp
Electric Utilities · contribution
-0.388 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| FirstEnergy → FE | United States | $14.4bn | 0.061% | +0.061 pp | -0.069 pp | -41.8% | Yes |
| Southern Company → SO | United States | $63.2bn | 0.268% | +0.268 pp | -0.059 pp | +0.7% | Yes |
| American Electric Power → AEP | United States | $42.1bn | 0.179% | +0.179 pp | -0.048 pp | -4.0% | Yes |
| Duke Energy → DUK | United States | $68.2bn | 0.290% | +0.289 pp | -0.034 pp | +9.7% | Yes |
| Exelon → EXC | United States | $28.6bn | 0.121% | +0.121 pp | -0.034 pp | -4.0% | Yes |
| PPL Corporation → PPL | United States | $21.9bn | 0.093% | +0.093 pp | -0.031 pp | -11.9% | Yes |
| Edison International → EIX | United States | $23.2bn | 0.099% | +0.099 pp | -0.026 pp | -7.2% | Yes |
| Public Service Enterprise Group → PEG | United States | $29.5bn | 0.125% | +0.125 pp | -0.026 pp | +1.8% | Yes |
| Evergy → EVRG | United States | $12.6bn | 0.053% | +0.053 pp | -0.019 pp | -9.3% | Yes |
| WEC Energy Group → WEC | United States | $30.0bn | 0.127% | +0.127 pp | -0.014 pp | +10.0% | Yes |
| Entergy → ETR | United States | $10.9bn | 0.046% | +0.046 pp | -0.012 pp | -3.2% | Yes |
| Alliant Energy → LNT | United States | $13.1bn | 0.056% | +0.056 pp | -0.008 pp | +2.1% | Yes |
| Eversource Energy → ES | United States | $30.0bn | 0.127% | +0.127 pp | -0.007 pp | +8.7% | 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.