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

Health Care18.1%+1.27 pp Utilities3.8%+0.64 pp Information Technology17.5%+0.52 pp Real Estate3.7%+0.46 pp Materials2.5%+0.41 pp Communication Services3.6%+0.24 pp Consumer Discretionary7.1%+0.12 pp Energy4.3%-0.09 pp Consumer Staples8.8%-0.25 pp Industrials14.2%-1.17 pp Financials16.5%-2.16 pp

2 · Industry

Inside Utilities

Electric Utilities2.11%+0.40 pp Multi-Utilities1.39%+0.11 pp Gas Utilities0.07%+0.07 pp Independent Power Producers & Energy Traders0.13%+0.04 pp Water Utilities0.11%+0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.11%+0.397 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.11%

Industry change · 12M

+0.40 pp

Electric Utilities · contribution

+0.397 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2019 · 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
Evergy → EVRG	United States	$14.2bn	0.083%	+0.031 pp	+0.083 pp	+18.4%	Yes
Duke Energy → DUK	United States	$65.2bn	0.378%	+0.168 pp	+0.062 pp	+24.4%	Yes
Exelon → EXC	United States	$33.6bn	0.195%	+0.089 pp	+0.042 pp	+35.4%	Yes
American Electric Power → AEP	United States	$40.0bn	0.232%	+0.105 pp	+0.039 pp	+28.2%	Yes
Southern Company → SO	United States	$51.4bn	0.298%	+0.136 pp	+0.038 pp	+21.5%	Yes
FirstEnergy → FE	United States	$21.6bn	0.125%	+0.061 pp	+0.033 pp	+31.2%	Yes
WEC Energy Group → WEC	United States	$24.1bn	0.139%	+0.063 pp	+0.026 pp	+31.6%	Yes
Public Service Enterprise Group → PEG	United States	$29.7bn	0.172%	+0.078 pp	+0.026 pp	+25.8%	Yes
Eversource Energy → ES	United States	$22.1bn	0.128%	+0.056 pp	+0.020 pp	+26.6%	Yes
PPL Corporation → PPL	United States	$23.2bn	0.134%	+0.061 pp	+0.015 pp	+19.0%	Yes
Entergy → ETR	United States	$8.8bn	0.051%	+0.025 pp	+0.010 pp	+28.5%	Yes
Alliant Energy → LNT	United States	$10.8bn	0.063%	+0.027 pp	+0.009 pp	+22.5%	Yes
Edison International → EIX	United States	$19.5bn	0.113%	+0.053 pp	-0.005 pp	+2.8%	Yes

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.