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%+14.94 pp Financials12.3%+4.16 pp Consumer Discretionary12.0%+4.02 pp Industrials10.1%+2.81 pp Consumer Staples7.3%+1.96 pp Communication Services2.7%+0.87 pp Health Care11.2%+0.85 pp Utilities2.9%+0.76 pp Real Estate2.4%+0.60 pp Energy2.3%+0.18 pp Materials2.3%-31.15 pp

2 · Industry

Inside Utilities

Electric Utilities1.53%+0.48 pp Multi-Utilities1.13%+0.22 pp Independent Power Producers & Energy Traders0.09%+0.02 pp Gas Utilities0.06%+0.02 pp Water Utilities0.06%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.53%+0.480 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.53%

Industry change · 12M

+0.48 pp

Electric Utilities · contribution

+0.480 pp

Company participation

53%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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
Constellation Energy → CEG	United States	$96.0bn	0.217%	+0.042 pp	+0.087 pp	+41.9%	Yes
Entergy → ETR	United States	$35.9bn	0.081%	-0.003 pp	+0.058 pp	+52.9%	Yes
Vistra Corp. → VST	United States	$54.5bn	0.123%	+0.022 pp	+0.058 pp	+63.4%	Yes
Southern Company → SO	United States	$98.9bn	0.224%	+0.004 pp	+0.057 pp	+16.1%	Yes
Duke Energy → DUK	United States	$91.5bn	0.207%	+0.003 pp	+0.055 pp	+18.0%	No
American Electric Power → AEP	United States	$55.3bn	0.125%	-0.001 pp	+0.034 pp	+19.0%	No
WEC Energy Group → WEC	United States	$34.3bn	0.078%	+0.002 pp	+0.029 pp	+37.4%	Yes
Exelon → EXC	United States	$44.2bn	0.100%	+0.001 pp	+0.028 pp	+21.3%	Yes
Public Service Enterprise Group → PEG	United States	$40.4bn	0.092%	+0.001 pp	+0.019 pp	+10.3%	No
PPL Corporation → PPL	United States	$25.7bn	0.058%	+0.000 pp	+0.017 pp	+22.5%	No
Eversource Energy → ES	United States	$23.8bn	0.054%	+0.002 pp	+0.014 pp	+14.7%	Yes
Alliant Energy → LNT	United States	$16.0bn	0.036%	-0.001 pp	+0.011 pp	+25.0%	No
Evergy → EVRG	United States	$15.3bn	0.035%	-0.001 pp	+0.011 pp	+26.7%	No
FirstEnergy → FE	United States	$24.2bn	0.055%	+0.005 pp	+0.011 pp	+8.6%	Yes
Edison International → EIX	United States	$21.4bn	0.049%	+0.002 pp	-0.008 pp	-24.2%	No

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.