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

Consumer Discretionary10.9%+3.79 pp Energy3.6%+1.54 pp Consumer Staples7.7%+0.73 pp Utilities3.6%+0.56 pp Health Care16.5%+0.26 pp Real Estate3.3%+0.06 pp Materials3.0%-0.23 pp Communication Services3.5%-0.87 pp Information Technology26.2%-1.69 pp Financials11.9%-1.97 pp Industrials9.8%-2.17 pp

2 · Industry

Inside Utilities

Electric Utilities1.77%+0.33 pp Multi-Utilities1.59%+0.22 pp Gas Utilities0.06%+0.01 pp Water Utilities0.10%-0.01 pp Independent Power Producers & Energy Traders0.10%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.77%+0.329 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.77%

Industry change · 12M

+0.33 pp

Electric Utilities · contribution

+0.329 pp

Company participation

57%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$26.7bn	0.095%	+0.022 pp	+0.095 pp	+0.0%	Yes
Southern Company → SO	United States	$81.9bn	0.293%	+0.004 pp	+0.060 pp	+21.9%	Yes
Exelon → EXC	United States	$43.1bn	0.154%	-0.019 pp	+0.040 pp	+29.4%	No
American Electric Power → AEP	United States	$51.5bn	0.184%	-0.004 pp	+0.034 pp	+15.7%	Yes
Duke Energy → DUK	United States	$82.3bn	0.295%	-0.017 pp	+0.025 pp	+6.1%	No
Edison International → EIX	United States	$25.8bn	0.093%	-0.003 pp	+0.019 pp	+22.3%	No
WEC Energy Group → WEC	United States	$32.5bn	0.116%	-0.003 pp	+0.017 pp	+12.5%	Yes
FirstEnergy → FE	United States	$22.6bn	0.081%	-0.007 pp	+0.010 pp	+5.7%	No
Eversource Energy → ES	United States	$31.1bn	0.111%	-0.003 pp	+0.007 pp	+1.7%	Yes
Public Service Enterprise Group → PEG	United States	$32.1bn	0.115%	-0.008 pp	+0.007 pp	+3.9%	No
Entergy → ETR	United States	$11.7bn	0.042%	-0.002 pp	+0.005 pp	+8.1%	No
Alliant Energy → LNT	United States	$15.3bn	0.055%	-0.003 pp	+0.004 pp	+3.3%	Yes
Evergy → EVRG	United States	$15.7bn	0.056%	-0.002 pp	+0.004 pp	+3.6%	Yes
PPL Corporation → PPL	United States	$21.4bn	0.077%	-0.003 pp	+0.001 pp	+3.6%	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.