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
1.48%
Industry change · 12M
+0.03 pp
Electric Utilities · contribution
+0.028 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $42.9bn | 0.101% | +0.052 pp | +0.101 pp | +287.3% | Yes |
| Constellation Energy → CEG | United States | $82.2bn | 0.193% | +0.086 pp | +0.070 pp | +134.7% | Yes |
| Exelon → EXC | United States | $39.5bn | 0.093% | +0.026 pp | -0.039 pp | +5.1% | Yes |
| Duke Energy → DUK | United States | $89.0bn | 0.209% | +0.058 pp | -0.024 pp | +35.2% | Yes |
| WEC Energy Group → WEC | United States | $30.2bn | 0.071% | +0.022 pp | -0.016 pp | +22.1% | Yes |
| Southern Company → SO | United States | $99.7bn | 0.234% | +0.071 pp | -0.015 pp | +40.5% | Yes |
| FirstEnergy → FE | United States | $24.1bn | 0.057% | +0.013 pp | -0.013 pp | +22.7% | Yes |
| American Electric Power → AEP | United States | $52.5bn | 0.123% | +0.030 pp | -0.009 pp | +36.3% | Yes |
| Eversource Energy → ES | United States | $23.5bn | 0.055% | +0.014 pp | -0.009 pp | +28.1% | Yes |
| Edison International → EIX | United States | $31.9bn | 0.075% | +0.020 pp | -0.007 pp | +36.3% | Yes |
| Alliant Energy → LNT | United States | $15.4bn | 0.036% | +0.011 pp | -0.006 pp | +27.5% | Yes |
| Evergy → EVRG | United States | $13.9bn | 0.033% | +0.009 pp | -0.006 pp | +29.0% | Yes |
| PPL Corporation → PPL | United States | $24.0bn | 0.056% | +0.017 pp | -0.005 pp | +37.4% | Yes |
| Entergy → ETR | United States | $16.5bn | 0.039% | +0.017 pp | +0.005 pp | +69.1% | Yes |
| Public Service Enterprise Group → PEG | United States | $44.5bn | 0.105% | +0.033 pp | +0.000 pp | +50.0% | 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.