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 Services5.2%+1.94 pp Materials2.8%+0.73 pp Information Technology17.9%+0.59 pp Utilities3.7%+0.30 pp Real Estate3.7%+0.26 pp Consumer Discretionary7.1%+0.24 pp Consumer Staples8.9%+0.13 pp Industrials14.4%-0.54 pp Health Care16.3%-0.95 pp Energy3.8%-1.22 pp Financials16.3%-1.49 pp

2 · Industry

Inside Utilities

Electric Utilities2.03%+0.21 pp Gas Utilities0.07%+0.07 pp Water Utilities0.11%+0.02 pp Multi-Utilities1.34%+0.01 pp Independent Power Producers & Energy Traders0.11%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.03%+0.206 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.03%

Industry change · 12M

+0.21 pp

Electric Utilities · contribution

+0.206 pp

Company participation

31%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	0.079%	-0.003 pp	+0.079 pp	+11.4%	No
American Electric Power → AEP	United States	$43.4bn	0.231%	-0.004 pp	+0.026 pp	+27.7%	No
Southern Company → SO	United States	$58.7bn	0.313%	+0.006 pp	+0.026 pp	+21.5%	Yes
FirstEnergy → FE	United States	$23.4bn	0.125%	+0.000 pp	+0.024 pp	+29.0%	No
WEC Energy Group → WEC	United States	$27.0bn	0.143%	+0.006 pp	+0.021 pp	+32.9%	Yes
Eversource Energy → ES	United States	$24.1bn	0.128%	+0.002 pp	+0.016 pp	+28.8%	No
Entergy → ETR	United States	$10.0bn	0.053%	+0.002 pp	+0.011 pp	+35.4%	Yes
Exelon → EXC	United States	$31.2bn	0.166%	-0.030 pp	-0.005 pp	+9.3%	No
Alliant Energy → LNT	United States	$11.8bn	0.063%	+0.000 pp	+0.005 pp	+18.9%	No
PPL Corporation → PPL	United States	$21.4bn	0.114%	-0.012 pp	-0.004 pp	+8.6%	No
Edison International → EIX	United States	$24.3bn	0.129%	+0.013 pp	+0.003 pp	+16.3%	Yes
Duke Energy → DUK	United States	$63.1bn	0.336%	-0.033 pp	+0.002 pp	+11.0%	No
Public Service Enterprise Group → PEG	United States	$28.9bn	0.154%	-0.014 pp	+0.002 pp	+14.5%	No

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.