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

Information Technology18.5%+1.48 pp Materials2.6%+0.47 pp Consumer Staples9.0%+0.44 pp Utilities3.8%+0.36 pp Real Estate3.7%+0.31 pp Communication Services3.5%+0.30 pp Consumer Discretionary7.3%+0.14 pp Health Care16.9%+0.03 pp Energy4.1%-0.93 pp Industrials13.9%-1.13 pp Financials16.8%-1.46 pp

2 · Industry

Inside Utilities

Electric Utilities2.10%+0.22 pp Gas Utilities0.07%+0.07 pp Multi-Utilities1.39%+0.03 pp Independent Power Producers & Energy Traders0.13%+0.02 pp Water Utilities0.11%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.10%+0.224 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.10%

Industry change · 12M

+0.22 pp

Electric Utilities · contribution

+0.224 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	$14.7bn	0.082%	+0.032 pp	+0.082 pp	+10.2%	Yes
Exelon → EXC	United States	$35.2bn	0.196%	+0.088 pp	+0.029 pp	+32.5%	Yes
Duke Energy → DUK	United States	$66.2bn	0.369%	+0.163 pp	+0.024 pp	+18.8%	Yes
FirstEnergy → FE	United States	$22.3bn	0.124%	+0.058 pp	+0.024 pp	+27.2%	Yes
American Electric Power → AEP	United States	$42.2bn	0.235%	+0.107 pp	+0.023 pp	+26.7%	Yes
Southern Company → SO	United States	$55.1bn	0.307%	+0.142 pp	+0.021 pp	+21.5%	Yes
Edison International → EIX	United States	$20.8bn	0.116%	+0.055 pp	-0.015 pp	+1.2%	Yes
WEC Energy Group → WEC	United States	$24.7bn	0.138%	+0.062 pp	+0.013 pp	+26.1%	Yes
Eversource Energy → ES	United States	$22.7bn	0.127%	+0.054 pp	+0.009 pp	+22.8%	Yes
Public Service Enterprise Group → PEG	United States	$30.1bn	0.168%	+0.077 pp	+0.006 pp	+18.3%	Yes
Entergy → ETR	United States	$9.2bn	0.051%	+0.025 pp	+0.006 pp	+24.0%	Yes
PPL Corporation → PPL	United States	$22.5bn	0.125%	+0.051 pp	+0.001 pp	+13.4%	Yes
Alliant Energy → LNT	United States	$11.1bn	0.062%	+0.028 pp	+0.001 pp	+13.5%	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.