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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Utilities
3 · Sub-industry
Inside Electric Utilities
Electric Utilities · weight
1.59%
Industry change · 12M
-0.18 pp
Electric Utilities · contribution
-0.177 pp
Company participation
21%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Duke Energy → DUK | United States | $76.1bn | 0.257% | -0.013 pp | -0.049 pp | -6.7% | No |
| American Electric Power → AEP | United States | $47.5bn | 0.160% | -0.005 pp | -0.024 pp | -3.5% | No |
| Exelon → EXC | United States | $42.2bn | 0.142% | -0.001 pp | -0.023 pp | -6.3% | No |
| Public Service Enterprise Group → PEG | United States | $31.5bn | 0.106% | +0.001 pp | -0.020 pp | -6.1% | Yes |
| Eversource Energy → ES | United States | $27.0bn | 0.091% | -0.007 pp | -0.018 pp | -8.4% | No |
| Constellation Energy → CEG | United States | $25.3bn | 0.086% | -0.010 pp | +0.016 pp | +31.9% | No |
| FirstEnergy → FE | United States | $22.8bn | 0.077% | -0.003 pp | -0.012 pp | -4.4% | No |
| WEC Energy Group → WEC | United States | $30.3bn | 0.102% | +0.001 pp | -0.012 pp | -0.9% | No |
| Southern Company → SO | United States | $80.2bn | 0.271% | +0.019 pp | -0.011 pp | +4.2% | Yes |
| Evergy → EVRG | United States | $14.3bn | 0.048% | -0.001 pp | -0.008 pp | -5.0% | No |
| Alliant Energy → LNT | United States | $13.8bn | 0.047% | +0.000 pp | -0.007 pp | -3.1% | No |
| Entergy → ETR | United States | $11.4bn | 0.038% | +0.001 pp | -0.005 pp | -6.0% | No |
| PPL Corporation → PPL | United States | $21.2bn | 0.071% | -0.003 pp | -0.004 pp | +4.9% | No |
| Edison International → EIX | United States | $28.2bn | 0.095% | +0.005 pp | +0.000 pp | +11.9% | 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.