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 Discretionary11.0%+3.61 pp Health Care17.7%+1.59 pp Energy3.6%+1.22 pp Consumer Staples7.8%+0.78 pp Utilities3.5%+0.51 pp Real Estate3.3%+0.14 pp Materials3.0%-0.15 pp Communication Services3.3%-1.01 pp Information Technology25.3%-2.16 pp Industrials9.6%-2.22 pp Financials12.0%-2.30 pp

2 · Industry

Inside Utilities

Electric Utilities1.71%+0.29 pp Multi-Utilities1.56%+0.21 pp Gas Utilities0.06%+0.02 pp Water Utilities0.09%-0.01 pp Independent Power Producers & Energy Traders0.09%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.71%+0.295 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.71%

Industry change · 12M

+0.29 pp

Electric Utilities · contribution

+0.295 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$27.2bn	0.107%	+0.034 pp	+0.107 pp	+0.0%	Yes
Southern Company → SO	United States	$72.3bn	0.284%	-0.011 pp	+0.054 pp	+14.1%	No
American Electric Power → AEP	United States	$44.4bn	0.175%	-0.017 pp	+0.032 pp	+10.1%	No
Exelon → EXC	United States	$36.7bn	0.144%	-0.028 pp	+0.026 pp	+11.9%	No
Duke Energy → DUK	United States	$71.6bn	0.281%	-0.040 pp	+0.018 pp	-1.0%	No
FirstEnergy → FE	United States	$21.1bn	0.083%	-0.002 pp	+0.015 pp	+7.9%	No
WEC Energy Group → WEC	United States	$28.2bn	0.111%	-0.013 pp	+0.013 pp	+4.4%	No
Edison International → EIX	United States	$21.6bn	0.085%	-0.009 pp	+0.011 pp	+6.5%	No
Eversource Energy → ES	United States	$27.0bn	0.106%	-0.007 pp	+0.007 pp	-1.8%	No
Entergy → ETR	United States	$10.2bn	0.040%	-0.004 pp	+0.005 pp	+5.0%	No
Evergy → EVRG	United States	$13.6bn	0.054%	-0.005 pp	+0.004 pp	-1.1%	No
Alliant Energy → LNT	United States	$13.3bn	0.052%	-0.005 pp	+0.003 pp	-2.6%	No
Public Service Enterprise Group → PEG	United States	$28.1bn	0.110%	-0.013 pp	+0.002 pp	-4.7%	No
PPL Corporation → PPL	United States	$18.7bn	0.073%	-0.004 pp	-0.002 pp	-5.5%	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.