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 Discretionary11.6%+3.82 pp Energy4.1%+1.64 pp Health Care17.5%+1.01 pp Consumer Staples7.7%+0.70 pp Utilities3.4%+0.36 pp Real Estate3.1%-0.10 pp Materials2.9%-0.29 pp Industrials9.8%-0.41 pp Communication Services3.3%-0.64 pp Financials12.1%-2.06 pp Information Technology24.5%-4.05 pp

2 · Industry

Inside Utilities

Multi-Utilities1.54%+0.19 pp Electric Utilities1.57%+0.17 pp Gas Utilities0.05%+0.01 pp Water Utilities0.09%-0.01 pp Independent Power Producers & Energy Traders0.10%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.57%+0.165 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Electric Utilities · weight

1.57%

Industry change · 12M

+0.17 pp

Electric Utilities · contribution

+0.165 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$30.9bn	0.110%	+0.035 pp	+0.110 pp	+0.0%	Yes
Southern Company → SO	United States	$71.3bn	0.253%	-0.028 pp	+0.033 pp	+9.2%	No
American Electric Power → AEP	United States	$45.2bn	0.160%	-0.014 pp	+0.018 pp	+7.3%	No
Exelon → EXC	United States	$37.8bn	0.134%	-0.022 pp	+0.010 pp	+4.8%	No
Public Service Enterprise Group → PEG	United States	$28.0bn	0.099%	-0.013 pp	-0.008 pp	-9.3%	No
Duke Energy → DUK	United States	$71.7bn	0.255%	-0.036 pp	-0.008 pp	-5.1%	No
WEC Energy Group → WEC	United States	$28.8bn	0.102%	-0.010 pp	+0.007 pp	+4.5%	No
FirstEnergy → FE	United States	$21.6bn	0.077%	-0.004 pp	+0.006 pp	+1.7%	No
PPL Corporation → PPL	United States	$19.5bn	0.069%	-0.004 pp	-0.005 pp	-4.4%	No
Entergy → ETR	United States	$10.9bn	0.039%	-0.002 pp	+0.004 pp	+7.8%	No
Eversource Energy → ES	United States	$26.4bn	0.094%	-0.011 pp	-0.004 pp	-7.5%	No
Edison International → EIX	United States	$22.9bn	0.081%	-0.008 pp	+0.001 pp	-0.4%	No
Evergy → EVRG	United States	$14.0bn	0.050%	-0.004 pp	+0.001 pp	-0.7%	No
Alliant Energy → LNT	United States	$13.1bn	0.046%	-0.006 pp	-0.001 pp	-5.0%	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.