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 Technology17.4%+1.34 pp Energy5.1%+0.43 pp Real Estate3.5%+0.28 pp Utilities3.4%+0.26 pp Health Care16.9%+0.12 pp Consumer Discretionary7.0%-0.03 pp Materials2.1%-0.04 pp Communication Services3.3%-0.15 pp Consumer Staples8.8%-0.60 pp Financials17.7%-0.75 pp Industrials14.7%-0.86 pp

2 · Industry

Inside Utilities

Electric Utilities1.86%+0.15 pp Multi-Utilities1.35%+0.08 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 Utilities1.86%+0.149 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.86%

Industry change · 12M

+0.15 pp

Electric Utilities · contribution

+0.149 pp

Company participation

92%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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
Exelon → EXC	United States	$29.3bn	0.178%	+0.013 pp	+0.027 pp	+12.6%	Yes
Southern Company → SO	United States	$46.8bn	0.284%	+0.008 pp	+0.026 pp	+5.5%	Yes
Duke Energy → DUK	United States	$55.4bn	0.336%	+0.004 pp	+0.023 pp	+3.1%	Yes
FirstEnergy → FE	United States	$17.1bn	0.104%	+0.005 pp	+0.020 pp	+11.6%	Yes
Public Service Enterprise Group → PEG	United States	$27.4bn	0.166%	+0.010 pp	+0.016 pp	+6.3%	Yes
American Electric Power → AEP	United States	$34.1bn	0.207%	-0.000 pp	+0.014 pp	+2.6%	Yes
Edison International → EIX	United States	$20.6bn	0.125%	-0.002 pp	+0.009 pp	+3.1%	Yes
WEC Energy Group → WEC	United States	$20.4bn	0.124%	+0.002 pp	+0.008 pp	+2.4%	Yes
Alliant Energy → LNT	United States	$9.8bn	0.059%	+0.001 pp	+0.007 pp	+7.3%	Yes
PPL Corporation → PPL	United States	$20.0bn	0.121%	+0.001 pp	-0.004 pp	-7.6%	Yes
Entergy → ETR	United States	$7.3bn	0.044%	+0.001 pp	+0.004 pp	+5.1%	Yes
Eversource Energy → ES	United States	$18.6bn	0.113%	-0.002 pp	-0.001 pp	-5.4%	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.