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
1.41%
Industry change · 12M
-0.19 pp
Electric Utilities · contribution
-0.188 pp
Company participation
86%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2024 · 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 | $58.9bn | 0.171% | +0.055 pp | +0.085 pp | +142.8% | Yes |
| Southern Company → SO | United States | $80.2bn | 0.232% | +0.007 pp | -0.039 pp | +4.0% | Yes |
| Duke Energy → DUK | United States | $75.7bn | 0.219% | -0.000 pp | -0.038 pp | +3.9% | Yes |
| Exelon → EXC | United States | $37.6bn | 0.109% | +0.006 pp | -0.034 pp | -8.1% | Yes |
| Eversource Energy → ES | United States | $21.2bn | 0.061% | +0.005 pp | -0.030 pp | -18.5% | Yes |
| American Electric Power → AEP | United States | $45.3bn | 0.131% | +0.009 pp | -0.029 pp | -2.9% | Yes |
| WEC Energy Group → WEC | United States | $26.1bn | 0.076% | -0.000 pp | -0.027 pp | -10.8% | No |
| Edison International → EIX | United States | $27.3bn | 0.079% | +0.002 pp | -0.016 pp | +0.9% | Yes |
| Evergy → EVRG | United States | $12.0bn | 0.035% | +0.000 pp | -0.013 pp | -11.5% | Yes |
| FirstEnergy → FE | United States | $22.1bn | 0.064% | +0.001 pp | -0.013 pp | +0.6% | Yes |
| PPL Corporation → PPL | United States | $20.3bn | 0.059% | +0.001 pp | -0.013 pp | -0.7% | Yes |
| Alliant Energy → LNT | United States | $12.8bn | 0.037% | +0.000 pp | -0.010 pp | -6.3% | No |
| Public Service Enterprise Group → PEG | United States | $34.4bn | 0.100% | +0.014 pp | -0.007 pp | +13.4% | Yes |
| Entergy → ETR | United States | $11.4bn | 0.033% | +0.002 pp | -0.005 pp | +3.7% | 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.