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

Consumer Discretionary47.4%+40.34 pp Materials1.1%-1.02 pp Utilities1.9%-1.24 pp Real Estate1.9%-1.31 pp Communication Services1.9%-1.52 pp Energy2.7%-2.03 pp Consumer Staples4.8%-4.53 pp Information Technology10.1%-5.91 pp Health Care9.9%-6.82 pp Industrials8.2%-7.41 pp Financials9.9%-8.55 pp

2 · Industry

Inside Utilities

Electric Utilities1.05%-0.66 pp Multi-Utilities0.75%-0.52 pp Water Utilities0.05%-0.03 pp Independent Power Producers & Energy Traders0.06%-0.03 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.05%-0.661 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.05%

Industry change · 12M

-0.66 pp

Electric Utilities · contribution

-0.661 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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	$57.9bn	0.187%	-0.141 pp	-0.127 pp	+7.2%	No
Southern Company → SO	United States	$44.4bn	0.143%	-0.132 pp	-0.115 pp	+1.0%	No
American Electric Power → AEP	United States	$35.4bn	0.114%	-0.089 pp	-0.079 pp	+7.2%	No
Public Service Enterprise Group → PEG	United States	$26.5bn	0.085%	-0.077 pp	-0.064 pp	+2.8%	No
PPL Corporation → PPL	United States	$20.8bn	0.067%	-0.049 pp	-0.058 pp	-3.7%	No
Exelon → EXC	United States	$30.1bn	0.097%	-0.076 pp	-0.053 pp	+16.5%	No
Eversource Energy → ES	United States	$19.8bn	0.064%	-0.046 pp	-0.050 pp	+0.7%	No
Edison International → EIX	United States	$21.4bn	0.069%	-0.054 pp	-0.047 pp	+7.2%	No
WEC Energy Group → WEC	United States	$21.3bn	0.069%	-0.052 pp	-0.047 pp	+7.9%	No
Evergy → EVRG	United States	$12.4bn	0.040%	+0.040 pp	+0.040 pp	+13.0%	Yes
FirstEnergy → FE	United States	$18.2bn	0.059%	-0.041 pp	-0.025 pp	+17.3%	No
Alliant Energy → LNT	United States	$10.0bn	0.032%	-0.026 pp	-0.020 pp	+9.5%	No
Entergy → ETR	United States	$7.6bn	0.024%	-0.020 pp	-0.016 pp	+9.9%	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.