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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Utilities
3 · Sub-industry
Inside Electric Utilities
Electric Utilities · weight
1.70%
Industry change · 12M
+0.26 pp
Electric Utilities · contribution
+0.258 pp
Company participation
21%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $21.6bn | 0.074% | +0.004 pp | +0.074 pp | +0.0% | Yes |
| Southern Company → SO | United States | $81.7bn | 0.281% | -0.001 pp | +0.049 pp | +25.3% | Yes |
| Exelon → EXC | United States | $45.6bn | 0.157% | -0.009 pp | +0.045 pp | +43.6% | No |
| American Electric Power → AEP | United States | $50.6bn | 0.174% | -0.010 pp | +0.023 pp | +15.7% | No |
| Edison International → EIX | United States | $25.8bn | 0.089% | -0.006 pp | +0.018 pp | +29.8% | No |
| Duke Energy → DUK | United States | $84.6bn | 0.291% | -0.016 pp | +0.014 pp | +8.6% | No |
| WEC Energy Group → WEC | United States | $32.7bn | 0.113% | -0.002 pp | +0.011 pp | +13.6% | Yes |
| FirstEnergy → FE | United States | $23.5bn | 0.081% | -0.009 pp | +0.009 pp | +11.5% | No |
| Entergy → ETR | United States | $11.7bn | 0.040% | -0.003 pp | +0.005 pp | +16.0% | No |
| Public Service Enterprise Group → PEG | United States | $32.8bn | 0.113% | -0.014 pp | +0.005 pp | +8.9% | No |
| Eversource Energy → ES | United States | $30.4bn | 0.105% | -0.004 pp | +0.003 pp | +5.2% | No |
| Evergy → EVRG | United States | $15.7bn | 0.054% | -0.002 pp | +0.003 pp | +8.3% | No |
| Alliant Energy → LNT | United States | $15.3bn | 0.053% | -0.001 pp | +0.002 pp | +7.1% | No |
| PPL Corporation → PPL | United States | $21.4bn | 0.074% | -0.002 pp | -0.001 pp | +7.2% | No |
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.