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

Information Technology33.3%+4.48 pp Financials11.4%+0.74 pp Consumer Staples7.3%+0.20 pp Utilities2.8%-0.07 pp Industrials9.8%-0.20 pp Real Estate2.7%-0.24 pp Materials2.6%-0.32 pp Communication Services2.4%-0.40 pp Energy2.6%-0.86 pp Consumer Discretionary10.9%-1.64 pp Health Care14.2%-1.69 pp

2 · Industry

Inside Utilities

Multi-Utilities1.20%-0.07 pp Water Utilities0.07%-0.02 pp Electric Utilities1.41%+0.02 pp Independent Power Producers & Energy Traders0.07%+0.01 pp Gas Utilities0.05%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.41%+0.017 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

1.41%

Industry change · 12M

+0.02 pp

Electric Utilities · contribution

+0.017 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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
Vistra Corp. → VST	United States	$29.4bn	0.071%	+0.005 pp	+0.071 pp	+176.8%	Yes
Constellation Energy → CEG	United States	$61.5bn	0.149%	+0.018 pp	+0.042 pp	+90.3%	Yes
Exelon → EXC	United States	$38.1bn	0.092%	+0.020 pp	-0.035 pp	-1.2%	Yes
WEC Energy Group → WEC	United States	$29.4bn	0.071%	+0.022 pp	-0.014 pp	+15.1%	Yes
Eversource Energy → ES	United States	$24.1bn	0.058%	+0.018 pp	-0.013 pp	+10.7%	Yes
Evergy → EVRG	United States	$13.6bn	0.033%	+0.009 pp	-0.007 pp	+12.9%	Yes
Southern Company → SO	United States	$94.6bn	0.228%	+0.061 pp	-0.007 pp	+32.5%	Yes
Duke Energy → DUK	United States	$88.0bn	0.213%	+0.060 pp	-0.005 pp	+33.8%	Yes
FirstEnergy → FE	United States	$25.3bn	0.061%	+0.017 pp	-0.005 pp	+27.2%	Yes
Alliant Energy → LNT	United States	$14.9bn	0.036%	+0.011 pp	-0.004 pp	+20.6%	Yes
Edison International → EIX	United States	$33.6bn	0.081%	+0.025 pp	-0.003 pp	+32.2%	Yes
PPL Corporation → PPL	United States	$23.5bn	0.057%	+0.016 pp	-0.002 pp	+33.0%	Yes
Entergy → ETR	United States	$12.9bn	0.031%	+0.008 pp	-0.001 pp	+32.4%	Yes
American Electric Power → AEP	United States	$53.4bn	0.129%	+0.038 pp	+0.000 pp	+33.3%	Yes
Public Service Enterprise Group → PEG	United States	$40.2bn	0.097%	+0.025 pp	+0.000 pp	+37.1%	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.