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 Technology37.8%+2.39 pp Industrials9.6%+0.25 pp Materials2.2%+0.06 pp Utilities2.6%-0.01 pp Financials11.9%-0.11 pp Energy2.3%-0.17 pp Real Estate2.1%-0.28 pp Communication Services2.2%-0.31 pp Health Care11.3%-0.33 pp Consumer Staples6.0%-0.70 pp Consumer Discretionary12.0%-0.78 pp

2 · Industry

Inside Utilities

Multi-Utilities1.03%-0.07 pp Electric Utilities1.38%+0.04 pp Independent Power Producers & Energy Traders0.08%+0.02 pp Water Utilities0.05%-0.01 pp Gas Utilities0.05%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.38%+0.039 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

1.38%

Industry change · 12M

+0.04 pp

Electric Utilities · contribution

+0.039 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$110.3bn	0.216%	+0.010 pp	+0.057 pp	+58.8%	No
Entergy → ETR	United States	$41.3bn	0.081%	-0.002 pp	+0.044 pp	+25.3%	No
Edison International → EIX	United States	$23.1bn	0.045%	+0.003 pp	-0.025 pp	-20.4%	Yes
Public Service Enterprise Group → PEG	United States	$40.1bn	0.079%	-0.005 pp	-0.017 pp	-1.9%	No
Southern Company → SO	United States	$96.0bn	0.188%	-0.021 pp	-0.016 pp	+9.5%	No
Duke Energy → DUK	United States	$91.1bn	0.179%	-0.014 pp	-0.010 pp	+12.7%	No
American Electric Power → AEP	United States	$61.7bn	0.121%	+0.000 pp	+0.010 pp	+29.4%	No
PPL Corporation → PPL	United States	$25.9bn	0.051%	-0.004 pp	-0.004 pp	+11.4%	No
Eversource Energy → ES	United States	$25.3bn	0.049%	-0.003 pp	+0.002 pp	+22.9%	No
Alliant Energy → LNT	United States	$16.7bn	0.033%	-0.002 pp	-0.002 pp	+13.5%	No
FirstEnergy → FE	United States	$25.9bn	0.051%	-0.002 pp	-0.001 pp	+17.3%	No
Vistra Corp. → VST	United States	$54.7bn	0.107%	-0.026 pp	+0.001 pp	+17.7%	No
Evergy → EVRG	United States	$16.7bn	0.033%	-0.002 pp	+0.001 pp	+22.4%	No
Exelon → EXC	United States	$44.0bn	0.086%	-0.005 pp	+0.000 pp	+20.0%	No
WEC Energy Group → WEC	United States	$34.3bn	0.067%	-0.007 pp	-0.000 pp	+16.0%	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.