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 Technology17.0%+0.98 pp Energy5.1%+0.38 pp Utilities3.4%+0.28 pp Real Estate3.4%+0.12 pp Health Care16.8%+0.09 pp Consumer Discretionary7.1%+0.05 pp Materials2.1%-0.04 pp Communication Services3.3%-0.22 pp Financials18.2%-0.27 pp Industrials15.0%-0.59 pp Consumer Staples8.6%-0.79 pp

2 · Industry

Inside Utilities

Electric Utilities1.88%+0.16 pp Multi-Utilities1.36%+0.09 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 Utilities1.88%+0.164 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.88%

Industry change · 12M

+0.16 pp

Electric Utilities · contribution

+0.164 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	$56.1bn	0.345%	+0.031 pp	+0.031 pp	+3.3%	Yes
Southern Company → SO	United States	$46.5bn	0.286%	+0.027 pp	+0.027 pp	+3.6%	Yes
American Electric Power → AEP	United States	$34.5bn	0.212%	+0.019 pp	+0.019 pp	+2.7%	Yes
FirstEnergy → FE	United States	$16.4bn	0.101%	+0.017 pp	+0.017 pp	+5.8%	Yes
Exelon → EXC	United States	$27.3bn	0.168%	+0.017 pp	+0.017 pp	+4.0%	Yes
Edison International → EIX	United States	$21.3bn	0.131%	+0.015 pp	+0.015 pp	+5.8%	Yes
Public Service Enterprise Group → PEG	United States	$26.3bn	0.162%	+0.012 pp	+0.012 pp	+1.5%	Yes
WEC Energy Group → WEC	United States	$20.3bn	0.125%	+0.009 pp	+0.009 pp	+0.9%	Yes
Alliant Energy → LNT	United States	$9.9bn	0.061%	+0.009 pp	+0.009 pp	+8.9%	Yes
Entergy → ETR	United States	$7.4bn	0.045%	+0.005 pp	+0.005 pp	+5.0%	Yes
Eversource Energy → ES	United States	$19.1bn	0.117%	+0.003 pp	+0.003 pp	-3.6%	Yes
PPL Corporation → PPL	United States	$20.2bn	0.124%	-0.001 pp	-0.001 pp	-7.3%	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.