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
1.39%
Industry change · 12M
-0.38 pp
Electric Utilities · contribution
-0.377 pp
Company participation
93%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $68.4bn | 0.218% | +0.048 pp | -0.077 pp | -13.4% | Yes |
| Southern Company → SO | United States | $73.9bn | 0.235% | +0.048 pp | -0.058 pp | -8.5% | Yes |
| American Electric Power → AEP | United States | $40.4bn | 0.129% | +0.023 pp | -0.056 pp | -18.7% | Yes |
| Eversource Energy → ES | United States | $22.3bn | 0.071% | +0.011 pp | -0.040 pp | -26.5% | No |
| WEC Energy Group → WEC | United States | $26.5bn | 0.085% | +0.016 pp | -0.032 pp | -15.6% | Yes |
| Exelon → EXC | United States | $39.9bn | 0.127% | +0.030 pp | -0.027 pp | -5.4% | Yes |
| PPL Corporation → PPL | United States | $18.4bn | 0.059% | +0.011 pp | -0.018 pp | -11.4% | Yes |
| Public Service Enterprise Group → PEG | United States | $30.5bn | 0.097% | +0.024 pp | -0.018 pp | -1.6% | Yes |
| Evergy → EVRG | United States | $12.6bn | 0.040% | +0.007 pp | -0.016 pp | -16.3% | Yes |
| FirstEnergy → FE | United States | $20.7bn | 0.066% | +0.013 pp | -0.015 pp | -5.0% | Yes |
| Alliant Energy → LNT | United States | $12.7bn | 0.040% | +0.008 pp | -0.014 pp | -15.0% | Yes |
| Constellation Energy → CEG | United States | $33.5bn | 0.107% | +0.039 pp | +0.011 pp | +29.1% | Yes |
| Entergy → ETR | United States | $10.1bn | 0.032% | +0.006 pp | -0.010 pp | -13.9% | Yes |
| Edison International → EIX | United States | $26.4bn | 0.084% | +0.020 pp | -0.008 pp | +6.2% | 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.