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 Services4.9%+1.57 pp Materials2.8%+0.74 pp Utilities3.7%+0.31 pp Information Technology17.7%+0.29 pp Real Estate3.7%+0.14 pp Consumer Staples8.8%+0.03 pp Health Care16.9%-0.00 pp Consumer Discretionary7.0%-0.03 pp Industrials14.5%-0.19 pp Energy3.9%-1.21 pp Financials16.1%-1.65 pp

2 · Industry

Inside Utilities

Electric Utilities2.06%+0.20 pp Gas Utilities0.07%+0.07 pp Multi-Utilities1.38%+0.03 pp Water Utilities0.11%+0.02 pp Independent Power Producers & Energy Traders0.11%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.06%+0.196 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.06%

Industry change · 12M

+0.20 pp

Electric Utilities · contribution

+0.196 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	0.079%	-0.006 pp	+0.079 pp	+10.7%	Yes
American Electric Power → AEP	United States	$43.4bn	0.234%	-0.003 pp	+0.027 pp	+31.5%	Yes
Southern Company → SO	United States	$57.5bn	0.310%	+0.003 pp	+0.026 pp	+25.4%	Yes
FirstEnergy → FE	United States	$22.8bn	0.123%	-0.004 pp	+0.019 pp	+23.9%	Yes
WEC Energy Group → WEC	United States	$26.3bn	0.142%	-0.002 pp	+0.018 pp	+33.1%	Yes
Eversource Energy → ES	United States	$24.1bn	0.130%	+0.000 pp	+0.017 pp	+33.3%	Yes
Duke Energy → DUK	United States	$64.2bn	0.346%	-0.030 pp	+0.010 pp	+16.5%	Yes
Entergy → ETR	United States	$9.8bn	0.053%	+0.001 pp	+0.008 pp	+32.7%	Yes
Edison International → EIX	United States	$22.0bn	0.118%	+0.003 pp	-0.007 pp	+9.7%	Yes
Public Service Enterprise Group → PEG	United States	$29.7bn	0.160%	-0.012 pp	-0.006 pp	+12.2%	Yes
Alliant Energy → LNT	United States	$11.7bn	0.063%	-0.001 pp	+0.003 pp	+19.7%	Yes
Exelon → EXC	United States	$33.2bn	0.179%	-0.020 pp	+0.001 pp	+16.0%	Yes
PPL Corporation → PPL	United States	$22.4bn	0.121%	-0.011 pp	-0.000 pp	+14.5%	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.