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 Technology17.3%+1.25 pp Health Care17.2%+0.52 pp Energy5.0%+0.34 pp Utilities3.4%+0.20 pp Real Estate3.4%+0.18 pp Materials2.0%-0.09 pp Communication Services3.2%-0.22 pp Consumer Discretionary6.9%-0.22 pp Consumer Staples8.8%-0.59 pp Financials17.8%-0.67 pp Industrials14.9%-0.68 pp

2 · Industry

Inside Utilities

Electric Utilities1.83%+0.11 pp Multi-Utilities1.33%+0.06 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 Utilities1.83%+0.115 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.83%

Industry change · 12M

+0.11 pp

Electric Utilities · contribution

+0.115 pp

Company participation

58%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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
Southern Company → SO	United States	$49.2bn	0.287%	+0.001 pp	+0.029 pp	+10.7%	Yes
Duke Energy → DUK	United States	$57.2bn	0.334%	-0.011 pp	+0.020 pp	+6.5%	Yes
Exelon → EXC	United States	$29.3bn	0.171%	+0.003 pp	+0.020 pp	+12.4%	Yes
FirstEnergy → FE	United States	$17.2bn	0.100%	-0.000 pp	+0.017 pp	+10.1%	Yes
American Electric Power → AEP	United States	$35.1bn	0.205%	-0.007 pp	+0.012 pp	+5.4%	Yes
Edison International → EIX	United States	$21.7bn	0.127%	-0.005 pp	+0.010 pp	+8.6%	Yes
PPL Corporation → PPL	United States	$20.1bn	0.117%	-0.007 pp	-0.008 pp	-6.9%	No
WEC Energy Group → WEC	United States	$20.9bn	0.122%	-0.002 pp	+0.006 pp	+5.1%	Yes
Alliant Energy → LNT	United States	$9.9bn	0.058%	-0.003 pp	+0.006 pp	+9.8%	No
Entergy → ETR	United States	$7.3bn	0.043%	-0.002 pp	+0.002 pp	+5.7%	No
Public Service Enterprise Group → PEG	United States	$26.0bn	0.152%	-0.010 pp	+0.002 pp	+1.3%	No
Eversource Energy → ES	United States	$19.2bn	0.112%	-0.005 pp	-0.002 pp	-2.0%	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.