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 Technology17.1%+1.04 pp Utilities3.4%+0.20 pp Real Estate3.4%+0.14 pp Materials2.1%-0.03 pp Consumer Discretionary7.0%-0.06 pp Energy4.6%-0.08 pp Communication Services3.4%-0.08 pp Health Care16.6%-0.13 pp Consumer Staples9.1%-0.27 pp Financials18.1%-0.33 pp Industrials15.2%-0.39 pp

2 · Industry

Inside Utilities

Electric Utilities1.82%+0.11 pp Multi-Utilities1.34%+0.07 pp Independent Power Producers & Energy Traders0.11%+0.02 pp Water Utilities0.09%+0.01 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.82%+0.109 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.82%

Industry change · 12M

+0.11 pp

Electric Utilities · contribution

+0.109 pp

Company participation

92%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$54.2bn	0.333%	+0.019 pp	+0.019 pp	-0.1%	Yes
Southern Company → SO	United States	$45.0bn	0.276%	+0.018 pp	+0.018 pp	+0.3%	Yes
FirstEnergy → FE	United States	$16.2bn	0.099%	+0.016 pp	+0.016 pp	+4.6%	Yes
Exelon → EXC	United States	$26.9bn	0.165%	+0.014 pp	+0.014 pp	+2.3%	Yes
American Electric Power → AEP	United States	$33.7bn	0.207%	+0.014 pp	+0.014 pp	+0.7%	Yes
Edison International → EIX	United States	$20.7bn	0.127%	+0.011 pp	+0.011 pp	+2.8%	Yes
Public Service Enterprise Group → PEG	United States	$25.4bn	0.156%	+0.006 pp	+0.006 pp	-2.2%	Yes
WEC Energy Group → WEC	United States	$19.8bn	0.121%	+0.006 pp	+0.006 pp	-1.6%	Yes
Alliant Energy → LNT	United States	$9.5bn	0.058%	+0.006 pp	+0.006 pp	+2.8%	Yes
PPL Corporation → PPL	United States	$19.6bn	0.120%	-0.005 pp	-0.005 pp	-9.9%	No
Entergy → ETR	United States	$7.1bn	0.044%	+0.003 pp	+0.003 pp	+1.3%	Yes
Eversource Energy → ES	United States	$18.7bn	0.115%	+0.001 pp	+0.001 pp	-5.8%	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.