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

Health Care16.7%+0.00 pp Information Technology16.1%+0.00 pp Consumer Staples9.4%+0.00 pp Industrials15.6%+0.00 pp Utilities3.2%+0.00 pp Financials18.5%+0.00 pp Materials2.1%+0.00 pp Real Estate3.2%+0.00 pp Consumer Discretionary7.1%+0.00 pp Energy4.7%+0.00 pp Communication Services3.5%+0.00 pp

2 · Industry

Inside Utilities

Multi-Utilities1.27%+0.00 pp Electric Utilities1.71%+0.00 pp Independent Power Producers & Energy Traders0.09%+0.00 pp Water Utilities0.08%+0.00 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.71%+0.000 pp

Mixed participation

Company contributions point in different directions.

View all contributions →

Electric Utilities · weight

1.71%

Industry change · 12M

+0.00 pp

Electric Utilities · contribution

+0.000 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2018 · 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
Duke Energy → DUK	United States	$54.9bn	0.313%	+0.000 pp	+0.000 pp	+0.0%	No
Southern Company → SO	United States	$45.3bn	0.258%	+0.000 pp	+0.000 pp	+0.0%	No
American Electric Power → AEP	United States	$33.8bn	0.193%	+0.000 pp	+0.000 pp	+0.0%	No
Exelon → EXC	United States	$26.4bn	0.151%	+0.000 pp	+0.000 pp	+0.0%	No
Public Service Enterprise Group → PEG	United States	$26.2bn	0.150%	+0.000 pp	+0.000 pp	+0.0%	No
PPL Corporation → PPL	United States	$21.9bn	0.125%	+0.000 pp	+0.000 pp	+0.0%	No
Edison International → EIX	United States	$20.4bn	0.116%	+0.000 pp	+0.000 pp	+0.0%	No
WEC Energy Group → WEC	United States	$20.3bn	0.116%	+0.000 pp	+0.000 pp	+0.0%	No
Eversource Energy → ES	United States	$20.0bn	0.114%	+0.000 pp	+0.000 pp	+0.0%	No
FirstEnergy → FE	United States	$14.6bn	0.083%	+0.000 pp	+0.000 pp	+0.0%	No
Alliant Energy → LNT	United States	$9.2bn	0.052%	+0.000 pp	+0.000 pp	+0.0%	No
Entergy → ETR	United States	$7.1bn	0.040%	+0.000 pp	+0.000 pp	+0.0%	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.