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
1.56%
Industry change · 12M
+0.16 pp
Electric Utilities · contribution
+0.156 pp
Company participation
73%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2025 · 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 | $43.9bn | 0.106% | -0.022 pp | +0.106 pp | +72.4% | No |
| Entergy → ETR | United States | $35.8bn | 0.086% | +0.047 pp | +0.053 pp | +61.6% | Yes |
| Edison International → EIX | United States | $20.6bn | 0.049% | +0.003 pp | -0.030 pp | -21.2% | No |
| Southern Company → SO | United States | $100.8bn | 0.242% | +0.037 pp | +0.010 pp | +29.4% | Yes |
| Eversource Energy → ES | United States | $21.8bn | 0.052% | +0.005 pp | -0.009 pp | +2.8% | Yes |
| Duke Energy → DUK | United States | $94.7bn | 0.228% | +0.035 pp | +0.008 pp | +29.0% | Yes |
| WEC Energy Group → WEC | United States | $34.8bn | 0.084% | +0.014 pp | +0.008 pp | +37.4% | Yes |
| American Electric Power → AEP | United States | $57.7bn | 0.139% | +0.022 pp | +0.007 pp | +30.8% | Yes |
| PPL Corporation → PPL | United States | $27.0bn | 0.065% | +0.010 pp | +0.006 pp | +37.4% | Yes |
| FirstEnergy → FE | United States | $24.7bn | 0.059% | +0.008 pp | -0.004 pp | +16.6% | Yes |
| Exelon → EXC | United States | $47.1bn | 0.113% | +0.024 pp | +0.004 pp | +29.8% | Yes |
| Public Service Enterprise Group → PEG | United States | $39.9bn | 0.096% | +0.003 pp | -0.004 pp | +19.3% | No |
| Evergy → EVRG | United States | $15.9bn | 0.038% | +0.005 pp | +0.003 pp | +37.6% | Yes |
| Constellation Energy → CEG | United States | $69.9bn | 0.168% | -0.041 pp | -0.003 pp | +21.0% | No |
| Alliant Energy → LNT | United States | $15.7bn | 0.038% | +0.004 pp | +0.001 pp | +26.8% | 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.