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 Care17.6%+1.90 pp Energy4.0%+1.62 pp Information Technology26.9%+1.35 pp Utilities3.6%+0.53 pp Consumer Staples7.7%+0.52 pp Real Estate3.4%+0.27 pp Materials3.5%-0.04 pp Consumer Discretionary6.7%-0.71 pp Communication Services3.8%-0.73 pp Financials12.8%-1.90 pp Industrials10.0%-2.80 pp

2 · Industry

Inside Utilities

Electric Utilities1.82%+0.34 pp Multi-Utilities1.55%+0.17 pp Gas Utilities0.06%+0.01 pp Independent Power Producers & Energy Traders0.09%+0.00 pp Water Utilities0.10%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.82%+0.344 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.82%

Industry change · 12M

+0.34 pp

Electric Utilities · contribution

+0.344 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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	$20.3bn	0.073%	+0.021 pp	+0.073 pp	+0.0%	Yes
Exelon → EXC	United States	$48.2bn	0.173%	+0.029 pp	+0.061 pp	+57.4%	Yes
Southern Company → SO	United States	$80.4bn	0.290%	+0.051 pp	+0.047 pp	+23.2%	Yes
Duke Energy → DUK	United States	$86.6bn	0.312%	+0.044 pp	+0.036 pp	+16.6%	Yes
American Electric Power → AEP	United States	$52.4bn	0.189%	+0.030 pp	+0.035 pp	+22.8%	Yes
Edison International → EIX	United States	$26.6bn	0.096%	+0.012 pp	+0.020 pp	+30.7%	Yes
Eversource Energy → ES	United States	$31.8bn	0.115%	+0.017 pp	+0.015 pp	+17.0%	Yes
FirstEnergy → FE	United States	$24.5bn	0.088%	+0.006 pp	+0.014 pp	+17.8%	Yes
WEC Energy Group → WEC	United States	$33.1bn	0.119%	+0.020 pp	+0.013 pp	+15.3%	Yes
Public Service Enterprise Group → PEG	United States	$34.2bn	0.123%	+0.010 pp	+0.011 pp	+14.0%	Yes
Evergy → EVRG	United States	$16.0bn	0.058%	+0.008 pp	+0.007 pp	+16.8%	Yes
Alliant Energy → LNT	United States	$16.0bn	0.058%	+0.007 pp	+0.006 pp	+14.9%	Yes
Entergy → ETR	United States	$12.2bn	0.044%	+0.007 pp	+0.006 pp	+18.5%	Yes
PPL Corporation → PPL	United States	$22.2bn	0.080%	+0.013 pp	-0.000 pp	+9.0%	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.