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 Technology28.6%+15.24 pp Health Care16.6%+8.70 pp Financials13.3%+6.14 pp Industrials10.2%+4.03 pp Consumer Staples7.5%+3.95 pp Energy3.1%+1.92 pp Real Estate3.2%+1.74 pp Utilities3.2%+1.64 pp Materials3.2%+1.62 pp Communication Services3.9%+1.42 pp Consumer Discretionary7.2%-46.41 pp

2 · Industry

Inside Utilities

Electric Utilities1.54%+0.82 pp Multi-Utilities1.42%+0.72 pp Water Utilities0.10%+0.04 pp Gas Utilities0.05%+0.03 pp Independent Power Producers & Energy Traders0.08%+0.03 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.54%+0.821 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.54%

Industry change · 12M

+0.82 pp

Electric Utilities · contribution

+0.821 pp

Company participation

79%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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	$77.3bn	0.268%	+0.016 pp	+0.136 pp	+21.9%	Yes
Southern Company → SO	United States	$68.7bn	0.238%	+0.019 pp	+0.118 pp	+19.0%	Yes
Exelon → EXC	United States	$41.7bn	0.145%	+0.020 pp	+0.091 pp	+61.2%	Yes
American Electric Power → AEP	United States	$45.7bn	0.159%	+0.021 pp	+0.084 pp	+25.4%	Yes
Public Service Enterprise Group → PEG	United States	$32.5bn	0.113%	+0.006 pp	+0.058 pp	+24.5%	Yes
Constellation Energy → CEG	United States	$15.0bn	0.052%	+0.052 pp	+0.052 pp	+0.0%	Yes
WEC Energy Group → WEC	United States	$28.7bn	0.099%	+0.007 pp	+0.049 pp	+16.1%	Yes
FirstEnergy → FE	United States	$23.9bn	0.083%	+0.014 pp	+0.047 pp	+31.4%	Yes
Eversource Energy → ES	United States	$28.2bn	0.098%	+0.002 pp	+0.043 pp	+5.9%	No
Edison International → EIX	United States	$24.1bn	0.084%	-0.000 pp	+0.043 pp	+22.8%	Yes
Alliant Energy → LNT	United States	$14.6bn	0.051%	+0.004 pp	+0.028 pp	+30.2%	Yes
PPL Corporation → PPL	United States	$19.2bn	0.067%	-0.004 pp	+0.027 pp	+5.8%	No
Evergy → EVRG	United States	$14.3bn	0.050%	+0.001 pp	+0.025 pp	+20.5%	No
Entergy → ETR	United States	$10.7bn	0.037%	+0.003 pp	+0.020 pp	+25.7%	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.