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 Technology38.1%+4.07 pp Utilities2.8%-0.02 pp Consumer Discretionary12.0%-0.02 pp Energy2.3%-0.32 pp Materials2.1%-0.33 pp Real Estate2.1%-0.38 pp Industrials9.4%-0.40 pp Communication Services2.2%-0.48 pp Health Care11.5%-0.58 pp Consumer Staples6.2%-0.72 pp Financials11.4%-0.82 pp

2 · Industry

Inside Utilities

Multi-Utilities1.10%-0.06 pp Electric Utilities1.46%+0.03 pp Independent Power Producers & Energy Traders0.08%+0.02 pp Water Utilities0.05%-0.01 pp Gas Utilities0.06%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.46%+0.029 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Electric Utilities · weight

1.46%

Industry change · 12M

+0.03 pp

Electric Utilities · contribution

+0.029 pp

Company participation

53%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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
Entergy → ETR	United States	$43.6bn	0.086%	+0.004 pp	+0.049 pp	+28.4%	Yes
Constellation Energy → CEG	United States	$113.8bn	0.224%	+0.024 pp	+0.046 pp	+42.8%	Yes
Edison International → EIX	United States	$22.7bn	0.045%	-0.000 pp	-0.030 pp	-29.0%	Yes
Public Service Enterprise Group → PEG	United States	$41.7bn	0.082%	-0.003 pp	-0.022 pp	-8.7%	No
Southern Company → SO	United States	$100.3bn	0.197%	-0.013 pp	-0.018 pp	+5.7%	No
American Electric Power → AEP	United States	$66.2bn	0.130%	+0.007 pp	+0.013 pp	+28.3%	Yes
Duke Energy → DUK	United States	$96.4bn	0.189%	-0.008 pp	-0.010 pp	+9.7%	No
Exelon → EXC	United States	$47.6bn	0.094%	+0.002 pp	+0.006 pp	+23.4%	Yes
PPL Corporation → PPL	United States	$27.3bn	0.054%	-0.002 pp	-0.003 pp	+9.0%	No
Eversource Energy → ES	United States	$25.2bn	0.050%	+0.000 pp	-0.003 pp	+9.3%	No
Evergy → EVRG	United States	$17.9bn	0.035%	+0.001 pp	+0.002 pp	+24.9%	Yes
WEC Energy Group → WEC	United States	$36.5bn	0.072%	+0.001 pp	+0.001 pp	+14.7%	No
Vistra Corp. → VST	United States	$60.6bn	0.119%	-0.014 pp	-0.001 pp	+12.5%	No
Alliant Energy → LNT	United States	$17.9bn	0.035%	+0.000 pp	-0.001 pp	+13.5%	Yes
FirstEnergy → FE	United States	$27.6bn	0.054%	+0.002 pp	+0.000 pp	+16.9%	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.