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%+15.12 pp Health Care17.0%+8.92 pp Financials12.8%+5.42 pp Consumer Staples7.5%+3.67 pp Industrials10.3%+3.67 pp Energy3.3%+2.11 pp Real Estate3.4%+1.82 pp Utilities3.4%+1.74 pp Materials3.3%+1.63 pp Communication Services3.6%+1.16 pp Consumer Discretionary7.0%-45.25 pp

2 · Industry

Inside Utilities

Electric Utilities1.66%+0.87 pp Multi-Utilities1.50%+0.75 pp Water Utilities0.10%+0.05 pp Independent Power Producers & Energy Traders0.09%+0.04 pp Gas Utilities0.05%+0.03 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.66%+0.870 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.66%

Industry change · 12M

+0.87 pp

Electric Utilities · contribution

+0.870 pp

Company participation

93%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$85.9bn	0.289%	+0.031 pp	+0.144 pp	+20.2%	Yes
Southern Company → SO	United States	$76.9bn	0.259%	+0.026 pp	+0.130 pp	+21.5%	Yes
Exelon → EXC	United States	$46.7bn	0.157%	+0.028 pp	+0.098 pp	+57.7%	Yes
American Electric Power → AEP	United States	$50.3bn	0.169%	+0.026 pp	+0.087 pp	+22.0%	Yes
Constellation Energy → CEG	United States	$18.4bn	0.062%	+0.062 pp	+0.062 pp	+0.0%	Yes
Public Service Enterprise Group → PEG	United States	$35.1bn	0.118%	+0.010 pp	+0.059 pp	+20.1%	Yes
FirstEnergy → FE	United States	$26.2bn	0.088%	+0.015 pp	+0.051 pp	+37.6%	Yes
WEC Energy Group → WEC	United States	$31.5bn	0.106%	+0.008 pp	+0.048 pp	+9.9%	Yes
Edison International → EIX	United States	$26.7bn	0.090%	+0.007 pp	+0.046 pp	+25.0%	Yes
Eversource Energy → ES	United States	$30.4bn	0.102%	+0.002 pp	+0.044 pp	+4.8%	Yes
PPL Corporation → PPL	United States	$21.0bn	0.071%	-0.002 pp	+0.027 pp	+4.1%	No
Evergy → EVRG	United States	$15.7bn	0.053%	+0.002 pp	+0.026 pp	+18.8%	Yes
Alliant Energy → LNT	United States	$15.6bn	0.053%	+0.003 pp	+0.026 pp	+18.7%	Yes
Entergy → ETR	United States	$11.9bn	0.040%	+0.004 pp	+0.020 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.