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 Discretionary48.2%+41.13 pp Materials1.1%-1.05 pp Utilities2.0%-1.12 pp Real Estate2.0%-1.28 pp Communication Services2.0%-1.49 pp Energy2.5%-2.22 pp Consumer Staples5.2%-4.15 pp Information Technology9.8%-6.27 pp Health Care10.0%-6.71 pp Industrials7.6%-7.94 pp Financials9.6%-8.89 pp

2 · Industry

Inside Utilities

Electric Utilities1.13%-0.59 pp Multi-Utilities0.79%-0.48 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 Utilities1.13%-0.586 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.13%

Industry change · 12M

-0.59 pp

Electric Utilities · contribution

-0.586 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$58.9bn	0.200%	-0.134 pp	-0.114 pp	+9.0%	No
Southern Company → SO	United States	$45.7bn	0.155%	-0.132 pp	-0.103 pp	+3.9%	No
American Electric Power → AEP	United States	$36.2bn	0.123%	-0.082 pp	-0.070 pp	+9.7%	No
Public Service Enterprise Group → PEG	United States	$27.0bn	0.092%	-0.060 pp	-0.058 pp	+5.8%	No
PPL Corporation → PPL	United States	$21.3bn	0.072%	-0.045 pp	-0.053 pp	-0.3%	No
Exelon → EXC	United States	$30.2bn	0.102%	-0.068 pp	-0.048 pp	+16.7%	No
Eversource Energy → ES	United States	$20.0bn	0.068%	-0.044 pp	-0.046 pp	+2.9%	No
WEC Energy Group → WEC	United States	$21.6bn	0.073%	-0.049 pp	-0.043 pp	+9.2%	No
Evergy → EVRG	United States	$12.2bn	0.041%	+0.041 pp	+0.041 pp	+10.9%	Yes
Edison International → EIX	United States	$22.6bn	0.077%	-0.050 pp	-0.040 pp	+14.2%	No
FirstEnergy → FE	United States	$19.1bn	0.065%	-0.036 pp	-0.019 pp	+17.0%	No
Alliant Energy → LNT	United States	$10.0bn	0.034%	-0.024 pp	-0.018 pp	+10.7%	No
Entergy → ETR	United States	$7.6bn	0.026%	-0.017 pp	-0.015 pp	+10.4%	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.