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%+3.01 pp Energy3.9%+1.57 pp Health Care17.5%+1.30 pp Consumer Staples7.7%+0.79 pp Utilities3.4%+0.46 pp Industrials10.1%+0.13 pp Real Estate3.2%-0.06 pp Materials3.1%-0.11 pp Communication Services3.2%-0.50 pp Financials12.4%-0.81 pp Information Technology24.5%-5.78 pp

2 · Industry

Inside Utilities

Electric Utilities1.61%+0.23 pp Multi-Utilities1.56%+0.21 pp Gas Utilities0.06%+0.02 pp Independent Power Producers & Energy Traders0.10%+0.02 pp Water Utilities0.09%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.61%+0.226 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

1.61%

Industry change · 12M

+0.23 pp

Electric Utilities · contribution

+0.226 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$31.4bn	0.107%	+0.011 pp	+0.107 pp	+0.0%	Yes
Southern Company → SO	United States	$73.6bn	0.250%	-0.043 pp	+0.031 pp	+15.1%	No
American Electric Power → AEP	United States	$49.7bn	0.169%	-0.015 pp	+0.031 pp	+23.5%	No
Exelon → EXC	United States	$41.1bn	0.140%	-0.015 pp	+0.015 pp	+13.5%	No
WEC Energy Group → WEC	United States	$31.3bn	0.106%	-0.010 pp	+0.013 pp	+17.5%	No
FirstEnergy → FE	United States	$23.6bn	0.080%	-0.001 pp	+0.011 pp	+13.8%	No
Duke Energy → DUK	United States	$77.0bn	0.261%	-0.033 pp	+0.009 pp	+7.0%	No
Entergy → ETR	United States	$11.8bn	0.040%	-0.002 pp	+0.006 pp	+20.2%	No
Public Service Enterprise Group → PEG	United States	$30.2bn	0.103%	-0.012 pp	-0.004 pp	+0.0%	No
PPL Corporation → PPL	United States	$21.7bn	0.074%	-0.003 pp	+0.003 pp	+10.2%	No
Evergy → EVRG	United States	$13.6bn	0.046%	-0.010 pp	-0.003 pp	-3.0%	No
Edison International → EIX	United States	$25.5bn	0.086%	-0.006 pp	+0.003 pp	+6.6%	No
Eversource Energy → ES	United States	$28.9bn	0.098%	-0.013 pp	+0.002 pp	+3.7%	No
Alliant Energy → LNT	United States	$14.1bn	0.048%	-0.007 pp	+0.002 pp	+5.9%	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.