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 Discretionary48.7%+41.63 pp Materials1.4%-0.72 pp Utilities2.1%-1.03 pp Real Estate2.0%-1.23 pp Communication Services2.0%-1.42 pp Energy2.4%-2.32 pp Consumer Staples5.1%-4.27 pp Health Care10.4%-6.37 pp Information Technology9.5%-6.56 pp Industrials7.2%-8.34 pp Financials9.1%-9.36 pp

2 · Industry

Inside Utilities

Electric Utilities1.20%-0.52 pp Multi-Utilities0.80%-0.47 pp Water Utilities0.06%-0.03 pp Independent Power Producers & Energy Traders0.08%-0.02 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.20%-0.517 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.20%

Industry change · 12M

-0.52 pp

Electric Utilities · contribution

-0.517 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$45.2bn	0.162%	+0.021 pp	-0.097 pp	+2.6%	No
Duke Energy → DUK	United States	$61.5bn	0.220%	+0.038 pp	-0.093 pp	+15.1%	No
American Electric Power → AEP	United States	$36.9bn	0.132%	+0.020 pp	-0.061 pp	+12.7%	No
Public Service Enterprise Group → PEG	United States	$26.3bn	0.094%	+0.009 pp	-0.056 pp	+3.9%	No
Evergy → EVRG	United States	$15.0bn	0.053%	+0.015 pp	+0.053 pp	+13.4%	Yes
PPL Corporation → PPL	United States	$20.4bn	0.073%	+0.008 pp	-0.052 pp	-5.8%	No
Edison International → EIX	United States	$18.5bn	0.066%	-0.004 pp	-0.050 pp	-5.6%	No
Eversource Energy → ES	United States	$20.6bn	0.074%	+0.012 pp	-0.040 pp	+6.6%	No
Exelon → EXC	United States	$31.1bn	0.111%	+0.015 pp	-0.039 pp	+21.1%	No
WEC Energy Group → WEC	United States	$21.9bn	0.078%	+0.011 pp	-0.038 pp	+11.5%	No
Alliant Energy → LNT	United States	$10.0bn	0.036%	+0.004 pp	-0.017 pp	+8.8%	No
FirstEnergy → FE	United States	$19.2bn	0.069%	+0.011 pp	-0.015 pp	+19.0%	No
Entergy → ETR	United States	$7.8bn	0.028%	+0.004 pp	-0.013 pp	+14.4%	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.