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

Communication Services5.0%+1.82 pp Consumer Staples9.1%+0.76 pp Materials2.8%+0.64 pp Utilities3.9%+0.57 pp Health Care17.2%+0.54 pp Real Estate3.9%+0.51 pp Consumer Discretionary7.0%-0.07 pp Information Technology17.6%-0.07 pp Energy3.9%-1.29 pp Financials16.3%-1.64 pp Industrials13.4%-1.77 pp

2 · Industry

Inside Utilities

Electric Utilities2.15%+0.34 pp Multi-Utilities1.45%+0.14 pp Gas Utilities0.07%+0.07 pp Water Utilities0.12%+0.03 pp Independent Power Producers & Energy Traders0.11%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.15%+0.339 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.15%

Industry change · 12M

+0.34 pp

Electric Utilities · contribution

+0.339 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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%	+0.000 pp	+0.083 pp	+5.9%	Yes
Southern Company → SO	United States	$55.7bn	0.324%	+0.026 pp	+0.049 pp	+25.2%	Yes
American Electric Power → AEP	United States	$42.5bn	0.247%	+0.015 pp	+0.044 pp	+31.2%	Yes
Duke Energy → DUK	United States	$62.3bn	0.363%	-0.015 pp	+0.035 pp	+15.9%	Yes
FirstEnergy → FE	United States	$21.9bn	0.128%	+0.002 pp	+0.028 pp	+24.5%	Yes
WEC Energy Group → WEC	United States	$25.4bn	0.148%	+0.008 pp	+0.027 pp	+31.6%	Yes
Eversource Energy → ES	United States	$23.4bn	0.137%	+0.008 pp	+0.027 pp	+33.4%	Yes
Exelon → EXC	United States	$33.3bn	0.194%	-0.001 pp	+0.021 pp	+19.7%	Yes
Public Service Enterprise Group → PEG	United States	$29.7bn	0.173%	+0.001 pp	+0.011 pp	+14.7%	Yes
Edison International → EIX	United States	$19.3bn	0.113%	-0.000 pp	-0.010 pp	-0.7%	Yes
Entergy → ETR	United States	$9.2bn	0.054%	+0.002 pp	+0.009 pp	+25.0%	Yes
PPL Corporation → PPL	United States	$21.5bn	0.125%	-0.009 pp	+0.009 pp	+15.2%	Yes
Alliant Energy → LNT	United States	$11.3bn	0.066%	+0.003 pp	+0.007 pp	+18.2%	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.