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 Discretionary10.2%+2.34 pp Energy4.0%+1.71 pp Health Care18.2%+1.50 pp Consumer Staples7.9%+0.78 pp Utilities3.6%+0.55 pp Industrials10.4%+0.39 pp Materials3.2%-0.09 pp Real Estate3.2%-0.18 pp Communication Services3.2%-0.49 pp Financials12.4%-0.57 pp Information Technology23.8%-5.95 pp

2 · Industry

Inside Utilities

Electric Utilities1.72%+0.28 pp Multi-Utilities1.65%+0.25 pp Gas Utilities0.06%+0.01 pp Independent Power Producers & Energy Traders0.10%+0.01 pp Water Utilities0.10%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.72%+0.283 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.72%

Industry change · 12M

+0.28 pp

Electric Utilities · contribution

+0.283 pp

Company participation

86%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$28.2bn	0.102%	-0.005 pp	+0.102 pp	+0.0%	Yes
Southern Company → SO	United States	$77.7bn	0.281%	-0.004 pp	+0.048 pp	+8.2%	Yes
American Electric Power → AEP	United States	$48.8bn	0.176%	+0.002 pp	+0.033 pp	+10.4%	Yes
Duke Energy → DUK	United States	$79.3bn	0.286%	+0.005 pp	+0.028 pp	+2.0%	Yes
Exelon → EXC	United States	$43.0bn	0.155%	+0.011 pp	+0.026 pp	+8.3%	Yes
FirstEnergy → FE	United States	$24.0bn	0.087%	+0.003 pp	+0.014 pp	+4.8%	Yes
WEC Energy Group → WEC	United States	$29.6bn	0.107%	-0.004 pp	+0.009 pp	-0.5%	No
PPL Corporation → PPL	United States	$21.5bn	0.078%	+0.004 pp	+0.005 pp	+0.4%	Yes
Eversource Energy → ES	United States	$29.2bn	0.105%	-0.001 pp	+0.005 pp	-5.1%	Yes
Entergy → ETR	United States	$11.4bn	0.041%	+0.001 pp	+0.005 pp	+3.6%	Yes
Edison International → EIX	United States	$24.3bn	0.088%	+0.003 pp	+0.005 pp	-2.6%	Yes
Public Service Enterprise Group → PEG	United States	$30.6bn	0.110%	+0.000 pp	+0.002 pp	-5.1%	Yes
Evergy → EVRG	United States	$14.4bn	0.052%	-0.001 pp	+0.002 pp	-4.9%	Yes
Alliant Energy → LNT	United States	$13.9bn	0.050%	-0.002 pp	+0.001 pp	-7.4%	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.