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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Utilities
3 · Sub-industry
Inside Electric Utilities
Electric Utilities · weight
1.29%
Industry change · 12M
-0.25 pp
Electric Utilities · contribution
-0.249 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2026 · 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 |
|---|---|---|---|---|---|---|---|
| Southern Company → SO | United States | $103.8bn | 0.180% | +0.030 pp | -0.044 pp | +5.6% | Yes |
| Duke Energy → DUK | United States | $95.7bn | 0.166% | +0.026 pp | -0.042 pp | +7.9% | Yes |
| Constellation Energy → CEG | United States | $103.9bn | 0.180% | +0.016 pp | -0.037 pp | -5.5% | Yes |
| Vistra Corp. → VST | United States | $54.0bn | 0.094% | +0.013 pp | -0.030 pp | +0.3% | Yes |
| Public Service Enterprise Group → PEG | United States | $39.2bn | 0.068% | +0.009 pp | -0.024 pp | +0.2% | Yes |
| Exelon → EXC | United States | $46.7bn | 0.081% | +0.011 pp | -0.019 pp | +6.9% | Yes |
| WEC Energy Group → WEC | United States | $36.2bn | 0.063% | +0.010 pp | -0.015 pp | +6.8% | Yes |
| PPL Corporation → PPL | United States | $26.6bn | 0.046% | +0.006 pp | -0.012 pp | +5.1% | Yes |
| Eversource Energy → ES | United States | $25.7bn | 0.044% | +0.005 pp | -0.009 pp | +10.2% | Yes |
| FirstEnergy → FE | United States | $26.8bn | 0.047% | +0.006 pp | -0.008 pp | +15.1% | Yes |
| American Electric Power → AEP | United States | $68.9bn | 0.119% | +0.020 pp | -0.006 pp | +26.3% | Yes |
| Entergy → ETR | United States | $49.9bn | 0.087% | +0.020 pp | +0.005 pp | +34.3% | Yes |
| Alliant Energy → LNT | United States | $18.5bn | 0.032% | +0.007 pp | -0.004 pp | +18.7% | Yes |
| Edison International → EIX | United States | $26.9bn | 0.047% | +0.007 pp | -0.002 pp | +33.1% | Yes |
| Evergy → EVRG | United States | $18.9bn | 0.033% | +0.006 pp | -0.002 pp | +28.0% | 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.