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

Universe›Utilities›Electric Utilities›Electric Utilities

1 · Sector

Weight and 12M allocation change

Information Technology29.1%+12.97 pp Health Care16.4%+6.67 pp Financials13.7%+6.01 pp Industrials10.0%+3.06 pp Consumer Staples7.4%+3.04 pp Energy2.8%+1.70 pp Real Estate3.2%+1.49 pp Utilities3.1%+1.42 pp Materials3.2%+1.41 pp Communication Services3.7%+0.84 pp Consumer Discretionary7.5%-38.63 pp

2 · Industry

Inside Utilities

Multi-Utilities1.38%+0.77 pp Electric Utilities1.50%+0.59 pp Water Utilities0.10%+0.03 pp Gas Utilities0.05%+0.02 pp Independent Power Producers & Energy Traders0.08%+0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.50%+0.586 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.50%

Industry change · 12M

+0.59 pp

Electric Utilities · contribution

+0.586 pp

Company participation

92%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2022 · 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	$80.8bn	0.272%	+0.010 pp	+0.106 pp	+16.2%	Yes
Southern Company → SO	United States	$73.6bn	0.248%	+0.027 pp	+0.099 pp	+22.9%	Yes
Exelon → EXC	United States	$40.4bn	0.136%	+0.012 pp	+0.067 pp	+44.2%	Yes
American Electric Power → AEP	United States	$45.5bn	0.153%	+0.011 pp	+0.057 pp	+15.7%	Yes
Public Service Enterprise Group → PEG	United States	$33.6bn	0.113%	+0.005 pp	+0.045 pp	+21.9%	Yes
FirstEnergy → FE	United States	$22.8bn	0.077%	+0.007 pp	+0.037 pp	+42.4%	Yes
WEC Energy Group → WEC	United States	$30.6bn	0.103%	+0.008 pp	+0.036 pp	+12.4%	Yes
Eversource Energy → ES	United States	$30.8bn	0.103%	+0.006 pp	+0.032 pp	+5.2%	Yes
Edison International → EIX	United States	$23.9bn	0.080%	+0.000 pp	+0.028 pp	+12.9%	Yes
PPL Corporation → PPL	United States	$22.3bn	0.075%	+0.001 pp	+0.024 pp	+13.6%	Yes
Alliant Energy → LNT	United States	$15.0bn	0.050%	+0.003 pp	+0.021 pp	+26.6%	Yes
Evergy → EVRG	United States	$14.9bn	0.050%	+0.001 pp	+0.021 pp	+25.2%	No
Entergy → ETR	United States	$11.2bn	0.038%	+0.003 pp	+0.015 pp	+21.7%	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.