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 Care18.4%+2.69 pp Consumer Staples8.3%+1.19 pp Energy3.5%+1.09 pp Utilities3.7%+0.74 pp Real Estate3.5%+0.33 pp Materials3.2%-0.03 pp Information Technology26.7%-0.23 pp Communication Services3.9%-0.63 pp Consumer Discretionary6.4%-0.92 pp Financials12.3%-1.95 pp Industrials10.1%-2.27 pp

2 · Industry

Inside Utilities

Electric Utilities1.83%+0.42 pp Multi-Utilities1.63%+0.31 pp Gas Utilities0.06%+0.02 pp Water Utilities0.11%+0.01 pp Independent Power Producers & Energy Traders0.09%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.83%+0.415 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.83%

Industry change · 12M

+0.42 pp

Electric Utilities · contribution

+0.415 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$18.7bn	0.073%	+0.011 pp	+0.073 pp	+0.0%	Yes
Southern Company → SO	United States	$75.8bn	0.295%	+0.036 pp	+0.069 pp	+22.7%	Yes
Exelon → EXC	United States	$44.4bn	0.173%	+0.016 pp	+0.064 pp	+47.8%	Yes
Duke Energy → DUK	United States	$82.5bn	0.321%	+0.032 pp	+0.053 pp	+12.8%	Yes
American Electric Power → AEP	United States	$49.3bn	0.192%	+0.022 pp	+0.042 pp	+17.4%	Yes
WEC Energy Group → WEC	United States	$31.7bn	0.123%	+0.017 pp	+0.024 pp	+16.6%	Yes
Edison International → EIX	United States	$24.1bn	0.094%	+0.004 pp	+0.016 pp	+14.2%	Yes
Public Service Enterprise Group → PEG	United States	$31.6bn	0.123%	+0.005 pp	+0.016 pp	+9.4%	Yes
Eversource Energy → ES	United States	$29.1bn	0.113%	+0.011 pp	+0.016 pp	+8.3%	Yes
FirstEnergy → FE	United States	$21.9bn	0.085%	-0.003 pp	+0.014 pp	+7.2%	Yes
Evergy → EVRG	United States	$15.0bn	0.058%	+0.005 pp	+0.009 pp	+11.8%	Yes
Entergy → ETR	United States	$11.5bn	0.045%	+0.005 pp	+0.009 pp	+17.2%	Yes
Alliant Energy → LNT	United States	$14.7bn	0.057%	+0.004 pp	+0.008 pp	+8.1%	Yes
PPL Corporation → PPL	United States	$20.0bn	0.078%	+0.007 pp	+0.002 pp	+1.4%	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.