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
1.35%
Industry change · 12M
+0.00 pp
Electric Utilities · contribution
+0.004 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $46.9bn | 0.106% | +0.012 pp | +0.106 pp | +261.5% | Yes |
| Constellation Energy → CEG | United States | $70.0bn | 0.159% | -0.031 pp | +0.047 pp | +92.7% | No |
| Duke Energy → DUK | United States | $83.2bn | 0.189% | -0.019 pp | -0.034 pp | +15.6% | No |
| Southern Company → SO | United States | $90.2bn | 0.205% | -0.025 pp | -0.024 pp | +21.7% | No |
| Exelon → EXC | United States | $37.8bn | 0.086% | -0.009 pp | -0.021 pp | +9.2% | No |
| Eversource Energy → ES | United States | $21.0bn | 0.048% | -0.009 pp | -0.017 pp | -2.5% | No |
| American Electric Power → AEP | United States | $49.1bn | 0.111% | -0.016 pp | -0.016 pp | +18.2% | No |
| WEC Energy Group → WEC | United States | $29.8bn | 0.067% | -0.003 pp | -0.012 pp | +16.1% | Yes |
| Edison International → EIX | United States | $30.9bn | 0.070% | -0.008 pp | -0.012 pp | +15.2% | No |
| FirstEnergy → FE | United States | $22.9bn | 0.052% | -0.007 pp | -0.011 pp | +13.2% | No |
| PPL Corporation → PPL | United States | $24.0bn | 0.054% | -0.002 pp | -0.005 pp | +24.0% | Yes |
| Entergy → ETR | United States | $16.3bn | 0.037% | +0.004 pp | +0.005 pp | +56.0% | Yes |
| Alliant Energy → LNT | United States | $15.2bn | 0.034% | -0.002 pp | -0.005 pp | +19.5% | Yes |
| Public Service Enterprise Group → PEG | United States | $42.1bn | 0.095% | -0.008 pp | +0.005 pp | +42.6% | No |
| Evergy → EVRG | United States | $14.2bn | 0.032% | -0.001 pp | -0.004 pp | +23.4% | 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.