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 Care17.9%+1.29 pp Information Technology17.9%+0.79 pp Utilities3.9%+0.52 pp Materials2.5%+0.42 pp Real Estate3.8%+0.41 pp Communication Services3.6%+0.24 pp Consumer Discretionary7.2%+0.13 pp Consumer Staples9.1%-0.01 pp Energy4.4%-0.26 pp Industrials13.8%-1.36 pp Financials16.0%-2.17 pp

2 · Industry

Inside Utilities

Electric Utilities2.14%+0.32 pp Multi-Utilities1.42%+0.09 pp Gas Utilities0.07%+0.07 pp Independent Power Producers & Energy Traders0.14%+0.03 pp Water Utilities0.11%+0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.14%+0.318 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.14%

Industry change · 12M

+0.32 pp

Electric Utilities · contribution

+0.318 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$14.8bn	0.085%	+0.031 pp	+0.085 pp	+13.9%	Yes
Duke Energy → DUK	United States	$65.4bn	0.376%	+0.156 pp	+0.043 pp	+21.4%	Yes
Exelon → EXC	United States	$34.7bn	0.199%	+0.088 pp	+0.034 pp	+32.6%	Yes
Southern Company → SO	United States	$53.5bn	0.307%	+0.146 pp	+0.031 pp	+21.9%	Yes
American Electric Power → AEP	United States	$41.3bn	0.237%	+0.106 pp	+0.030 pp	+26.5%	Yes
FirstEnergy → FE	United States	$22.1bn	0.127%	+0.058 pp	+0.027 pp	+27.4%	Yes
WEC Energy Group → WEC	United States	$24.9bn	0.143%	+0.065 pp	+0.022 pp	+30.3%	Yes
Public Service Enterprise Group → PEG	United States	$30.0bn	0.172%	+0.078 pp	+0.017 pp	+22.3%	Yes
Eversource Energy → ES	United States	$22.5bn	0.129%	+0.056 pp	+0.015 pp	+24.3%	Yes
Edison International → EIX	United States	$20.2bn	0.116%	+0.050 pp	-0.011 pp	+1.1%	Yes
PPL Corporation → PPL	United States	$22.9bn	0.131%	+0.059 pp	+0.011 pp	+18.6%	Yes
Entergy → ETR	United States	$9.1bn	0.052%	+0.024 pp	+0.008 pp	+26.7%	Yes
Alliant Energy → LNT	United States	$11.1bn	0.064%	+0.028 pp	+0.006 pp	+19.1%	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.