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 Technology34.6%+6.31 pp Utilities2.9%+0.04 pp Consumer Staples7.1%+0.00 pp Real Estate2.6%-0.16 pp Industrials9.7%-0.18 pp Financials11.0%-0.18 pp Materials2.6%-0.35 pp Communication Services2.5%-0.43 pp Consumer Discretionary11.3%-1.04 pp Energy2.5%-1.29 pp Health Care13.5%-2.72 pp

2 · Industry

Inside Utilities

Electric Utilities1.47%+0.07 pp Multi-Utilities1.20%-0.03 pp Water Utilities0.07%-0.01 pp Independent Power Producers & Energy Traders0.08%+0.01 pp Gas Utilities0.05%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.47%+0.071 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

1.47%

Industry change · 12M

+0.07 pp

Electric Utilities · contribution

+0.071 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$40.7bn	0.095%	+0.039 pp	+0.095 pp	+262.3%	Yes
Constellation Energy → CEG	United States	$81.3bn	0.189%	+0.071 pp	+0.072 pp	+140.2%	Yes
Exelon → EXC	United States	$40.6bn	0.094%	+0.030 pp	-0.031 pp	+11.7%	Yes
Duke Energy → DUK	United States	$89.0bn	0.207%	+0.062 pp	-0.020 pp	+36.2%	Yes
WEC Energy Group → WEC	United States	$30.4bn	0.071%	+0.024 pp	-0.014 pp	+24.2%	Yes
Eversource Energy → ES	United States	$24.3bn	0.057%	+0.019 pp	-0.011 pp	+22.5%	Yes
Public Service Enterprise Group → PEG	United States	$44.4bn	0.103%	+0.035 pp	+0.009 pp	+62.2%	Yes
FirstEnergy → FE	United States	$25.5bn	0.059%	+0.018 pp	-0.006 pp	+35.5%	Yes
Southern Company → SO	United States	$98.7bn	0.230%	+0.071 pp	-0.006 pp	+44.7%	Yes
Evergy → EVRG	United States	$14.3bn	0.033%	+0.010 pp	-0.006 pp	+28.3%	Yes
Alliant Energy → LNT	United States	$15.6bn	0.036%	+0.012 pp	-0.005 pp	+30.0%	Yes
Edison International → EIX	United States	$33.6bn	0.078%	+0.027 pp	-0.003 pp	+42.3%	Yes
American Electric Power → AEP	United States	$54.6bn	0.127%	+0.040 pp	-0.002 pp	+42.2%	Yes
PPL Corporation → PPL	United States	$24.4bn	0.057%	+0.019 pp	-0.001 pp	+45.5%	Yes
Entergy → ETR	United States	$14.1bn	0.033%	+0.011 pp	+0.000 pp	+48.6%	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.