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 Technology36.4%+15.47 pp Financials12.3%+4.20 pp Consumer Discretionary11.6%+3.35 pp Industrials9.9%+2.86 pp Consumer Staples6.8%+1.56 pp Communication Services2.7%+0.86 pp Utilities2.7%+0.78 pp Health Care10.9%+0.56 pp Real Estate2.3%+0.49 pp Energy2.3%+0.23 pp Materials2.2%-30.36 pp

2 · Industry

Inside Utilities

Electric Utilities1.49%+0.51 pp Multi-Utilities1.04%+0.21 pp Independent Power Producers & Energy Traders0.08%+0.03 pp Gas Utilities0.05%+0.02 pp Water Utilities0.06%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.49%+0.511 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.49%

Industry change · 12M

+0.51 pp

Electric Utilities · contribution

+0.511 pp

Company participation

20%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$101.2bn	0.218%	+0.068 pp	+0.100 pp	+62.2%	Yes
Vistra Corp. → VST	United States	$65.8bn	0.142%	+0.047 pp	+0.086 pp	+127.0%	Yes
Southern Company → SO	United States	$100.9bn	0.218%	-0.022 pp	+0.059 pp	+22.4%	No
Entergy → ETR	United States	$35.8bn	0.077%	-0.010 pp	+0.056 pp	+60.5%	Yes
Duke Energy → DUK	United States	$91.7bn	0.198%	-0.027 pp	+0.053 pp	+22.2%	No
American Electric Power → AEP	United States	$55.4bn	0.120%	-0.019 pp	+0.033 pp	+22.7%	No
Exelon → EXC	United States	$43.8bn	0.095%	-0.015 pp	+0.030 pp	+30.4%	No
WEC Energy Group → WEC	United States	$33.3bn	0.072%	-0.011 pp	+0.025 pp	+37.6%	No
Public Service Enterprise Group → PEG	United States	$42.0bn	0.091%	-0.007 pp	+0.022 pp	+17.7%	No
PPL Corporation → PPL	United States	$25.1bn	0.054%	-0.009 pp	+0.016 pp	+26.5%	No
Eversource Energy → ES	United States	$23.4bn	0.050%	-0.004 pp	+0.013 pp	+17.6%	No
Evergy → EVRG	United States	$15.9bn	0.034%	-0.003 pp	+0.011 pp	+35.7%	No
Alliant Energy → LNT	United States	$15.5bn	0.033%	-0.006 pp	+0.009 pp	+22.9%	No
Edison International → EIX	United States	$19.9bn	0.043%	-0.011 pp	-0.009 pp	-24.8%	No
FirstEnergy → FE	United States	$23.2bn	0.050%	-0.005 pp	+0.009 pp	+9.6%	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.