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
1.44%
Industry change · 12M
+1.44 pp
Electric Utilities · contribution
+1.436 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2021 · 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 |
|---|---|---|---|---|---|---|---|
| Duke Energy → DUK | United States | $80.9bn | 0.277% | -0.003 pp | +0.277 pp | +29.3% | Yes |
| Southern Company → SO | United States | $67.6bn | 0.232% | -0.022 pp | +0.232 pp | +22.0% | Yes |
| American Electric Power → AEP | United States | $44.1bn | 0.151% | -0.010 pp | +0.151 pp | +4.9% | Yes |
| Exelon → EXC | United States | $32.6bn | 0.112% | -0.002 pp | +0.112 pp | +25.9% | Yes |
| Public Service Enterprise Group → PEG | United States | $31.5bn | 0.108% | -0.008 pp | +0.108 pp | +15.3% | Yes |
| WEC Energy Group → WEC | United States | $29.7bn | 0.102% | -0.009 pp | +0.102 pp | +1.6% | Yes |
| Eversource Energy → ES | United States | $29.6bn | 0.102% | -0.006 pp | +0.101 pp | -1.5% | Yes |
| PPL Corporation → PPL | United States | $21.8bn | 0.075% | -0.006 pp | +0.075 pp | +13.0% | Yes |
| FirstEnergy → FE | United States | $20.9bn | 0.072% | -0.003 pp | +0.071 pp | +38.8% | Yes |
| Edison International → EIX | United States | $20.7bn | 0.071% | -0.011 pp | +0.071 pp | +2.5% | Yes |
| Evergy → EVRG | United States | $15.0bn | 0.051% | -0.001 pp | +0.051 pp | +4.5% | Yes |
| Alliant Energy → LNT | United States | $14.6bn | 0.050% | -0.001 pp | +0.050 pp | +11.9% | Yes |
| Entergy → ETR | United States | $10.3bn | 0.035% | -0.004 pp | +0.035 pp | +1.5% | 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.