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
1.44%
Industry change · 12M
+0.04 pp
Electric Utilities · contribution
+0.041 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $54.4bn | 0.120% | +0.049 pp | +0.120 pp | +357.8% | Yes |
| Constellation Energy → CEG | United States | $80.2bn | 0.177% | +0.028 pp | +0.057 pp | +113.4% | Yes |
| Exelon → EXC | United States | $39.8bn | 0.088% | -0.004 pp | -0.032 pp | +7.0% | Yes |
| Southern Company → SO | United States | $97.7bn | 0.215% | -0.013 pp | -0.026 pp | +30.2% | Yes |
| Duke Energy → DUK | United States | $90.4bn | 0.200% | -0.013 pp | -0.022 pp | +32.0% | Yes |
| American Electric Power → AEP | United States | $53.2bn | 0.117% | -0.012 pp | -0.013 pp | +30.6% | Yes |
| Eversource Energy → ES | United States | $23.6bn | 0.052% | -0.006 pp | -0.013 pp | +13.6% | Yes |
| FirstEnergy → FE | United States | $24.5bn | 0.054% | -0.007 pp | -0.012 pp | +20.2% | Yes |
| WEC Energy Group → WEC | United States | $32.0bn | 0.071% | -0.001 pp | -0.012 pp | +25.6% | Yes |
| Public Service Enterprise Group → PEG | United States | $47.0bn | 0.104% | +0.006 pp | +0.007 pp | +56.3% | Yes |
| Edison International → EIX | United States | $34.0bn | 0.075% | -0.006 pp | -0.005 pp | +36.7% | Yes |
| Alliant Energy → LNT | United States | $16.2bn | 0.036% | -0.000 pp | -0.004 pp | +29.6% | Yes |
| Evergy → EVRG | United States | $14.9bn | 0.033% | -0.000 pp | -0.004 pp | +32.5% | Yes |
| Entergy → ETR | United States | $16.7bn | 0.037% | +0.006 pp | +0.004 pp | +60.3% | Yes |
| PPL Corporation → PPL | United States | $25.8bn | 0.057% | -0.000 pp | -0.003 pp | +38.6% | 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.