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 Discretionary48.1%+41.00 pp Materials1.1%-1.04 pp Utilities1.9%-1.28 pp Real Estate1.8%-1.40 pp Communication Services1.9%-1.53 pp Energy2.7%-2.04 pp Consumer Staples4.8%-4.56 pp Information Technology10.0%-6.01 pp Health Care10.1%-6.67 pp Industrials8.1%-7.53 pp Financials9.5%-8.94 pp

2 · Industry

Inside Utilities

Electric Utilities1.03%-0.68 pp Multi-Utilities0.73%-0.54 pp Water Utilities0.05%-0.03 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.03%-0.682 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.03%

Industry change · 12M

-0.68 pp

Electric Utilities · contribution

-0.682 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$57.0bn	0.182%	-0.155 pp	-0.132 pp	+5.6%	No
Southern Company → SO	United States	$44.2bn	0.141%	-0.143 pp	-0.117 pp	+0.6%	No
American Electric Power → AEP	United States	$34.9bn	0.111%	-0.096 pp	-0.082 pp	+5.9%	No
Public Service Enterprise Group → PEG	United States	$26.7bn	0.085%	-0.081 pp	-0.065 pp	+4.6%	No
PPL Corporation → PPL	United States	$20.5bn	0.065%	-0.056 pp	-0.060 pp	-4.0%	No
Exelon → EXC	United States	$30.1bn	0.096%	-0.082 pp	-0.055 pp	+16.3%	No
Eversource Energy → ES	United States	$19.5bn	0.062%	-0.051 pp	-0.052 pp	-0.1%	No
WEC Energy Group → WEC	United States	$21.1bn	0.067%	-0.057 pp	-0.049 pp	+6.6%	No
Edison International → EIX	United States	$22.1bn	0.070%	-0.055 pp	-0.046 pp	+11.3%	No
Evergy → EVRG	United States	$12.0bn	0.038%	+0.038 pp	+0.038 pp	+8.8%	Yes
FirstEnergy → FE	United States	$18.1bn	0.058%	-0.046 pp	-0.026 pp	+16.7%	No
Alliant Energy → LNT	United States	$10.0bn	0.032%	-0.028 pp	-0.021 pp	+8.8%	No
Entergy → ETR	United States	$7.3bn	0.023%	-0.021 pp	-0.017 pp	+6.7%	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.