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 Technology37.5%+17.67 pp Financials12.1%+3.93 pp Consumer Discretionary11.7%+3.50 pp Industrials10.0%+2.95 pp Consumer Staples6.5%+1.39 pp Utilities2.8%+0.81 pp Communication Services2.5%+0.68 pp Real Estate2.3%+0.39 pp Energy2.3%+0.30 pp Health Care10.3%+0.23 pp Materials2.1%-31.86 pp

2 · Industry

Inside Utilities

Electric Utilities1.54%+0.54 pp Multi-Utilities1.06%+0.21 pp Independent Power Producers & Energy Traders0.09%+0.04 pp Gas Utilities0.05%+0.02 pp Water Utilities0.06%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.54%+0.540 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.54%

Industry change · 12M

+0.54 pp

Electric Utilities · contribution

+0.540 pp

Company participation

20%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$109.0bn	0.230%	+0.062 pp	+0.123 pp	+84.5%	Yes
Vistra Corp. → VST	United States	$70.8bn	0.149%	+0.044 pp	+0.100 pp	+165.1%	Yes
Entergy → ETR	United States	$39.0bn	0.082%	-0.004 pp	+0.060 pp	+61.1%	No
Southern Company → SO	United States	$103.9bn	0.219%	-0.023 pp	+0.055 pp	+17.0%	No
Duke Energy → DUK	United States	$94.5bn	0.199%	-0.028 pp	+0.048 pp	+15.5%	No
American Electric Power → AEP	United States	$60.5bn	0.128%	-0.011 pp	+0.034 pp	+19.6%	No
Exelon → EXC	United States	$45.4bn	0.096%	-0.017 pp	+0.029 pp	+25.5%	No
WEC Energy Group → WEC	United States	$34.8bn	0.073%	-0.010 pp	+0.025 pp	+31.3%	No
Public Service Enterprise Group → PEG	United States	$44.8bn	0.094%	-0.001 pp	+0.023 pp	+16.0%	Yes
PPL Corporation → PPL	United States	$26.4bn	0.056%	-0.009 pp	+0.016 pp	+24.0%	No
Edison International → EIX	United States	$20.1bn	0.042%	-0.007 pp	-0.013 pp	-31.5%	No
Evergy → EVRG	United States	$16.3bn	0.034%	-0.004 pp	+0.010 pp	+27.3%	No
Eversource Energy → ES	United States	$24.3bn	0.051%	-0.001 pp	+0.010 pp	+6.8%	No
Alliant Energy → LNT	United States	$16.7bn	0.035%	-0.002 pp	+0.010 pp	+20.7%	No
FirstEnergy → FE	United States	$24.7bn	0.052%	-0.007 pp	+0.009 pp	+6.2%	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.