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

Health Care17.4%+1.93 pp Energy3.5%+1.25 pp Information Technology27.4%+1.16 pp Consumer Staples8.2%+1.08 pp Real Estate3.5%+0.45 pp Utilities3.5%+0.28 pp Materials3.4%+0.03 pp Consumer Discretionary6.9%-0.64 pp Communication Services3.6%-1.08 pp Financials12.4%-2.12 pp Industrials10.2%-2.35 pp

2 · Industry

Inside Utilities

Electric Utilities1.77%+0.25 pp Multi-Utilities1.49%+0.05 pp Independent Power Producers & Energy Traders0.08%-0.02 pp Gas Utilities0.06%+0.01 pp Water Utilities0.10%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.77%+0.247 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.77%

Industry change · 12M

+0.25 pp

Electric Utilities · contribution

+0.247 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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
Constellation Energy → CEG	United States	$19.3bn	0.070%	+0.070 pp	+0.070 pp	+0.0%	Yes
Exelon → EXC	United States	$45.9bn	0.166%	+0.030 pp	+0.052 pp	+50.7%	Yes
Southern Company → SO	United States	$78.0bn	0.282%	+0.034 pp	+0.028 pp	+15.5%	Yes
Duke Energy → DUK	United States	$84.8bn	0.306%	+0.035 pp	+0.026 pp	+13.7%	Yes
American Electric Power → AEP	United States	$50.9bn	0.184%	+0.031 pp	+0.023 pp	+15.7%	Yes
FirstEnergy → FE	United States	$24.7bn	0.089%	+0.013 pp	+0.015 pp	+18.9%	Yes
Edison International → EIX	United States	$26.2bn	0.095%	+0.014 pp	+0.013 pp	+20.9%	Yes
Public Service Enterprise Group → PEG	United States	$35.0bn	0.126%	+0.013 pp	+0.011 pp	+13.9%	Yes
PPL Corporation → PPL	United States	$20.8bn	0.075%	+0.000 pp	-0.006 pp	+2.2%	Yes
Entergy → ETR	United States	$12.1bn	0.044%	+0.006 pp	+0.004 pp	+12.8%	Yes
Evergy → EVRG	United States	$15.6bn	0.056%	+0.006 pp	+0.004 pp	+9.8%	Yes
WEC Energy Group → WEC	United States	$31.6bn	0.114%	+0.011 pp	+0.003 pp	+6.1%	Yes
Alliant Energy → LNT	United States	$14.8bn	0.053%	+0.003 pp	+0.002 pp	+7.7%	Yes
Eversource Energy → ES	United States	$30.1bn	0.109%	+0.005 pp	+0.002 pp	+4.3%	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.