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 Technology17.9%+7.76 pp Health Care16.6%+6.64 pp Financials15.9%+6.02 pp Industrials13.4%+5.24 pp Consumer Staples9.3%+4.44 pp Communication Services5.4%+3.44 pp Real Estate4.0%+2.04 pp Utilities3.9%+2.00 pp Materials2.9%+1.73 pp Energy3.6%+0.89 pp Consumer Discretionary7.2%-40.20 pp

2 · Industry

Inside Utilities

Electric Utilities2.18%+1.13 pp Multi-Utilities1.43%+0.68 pp Water Utilities0.13%+0.07 pp Gas Utilities0.07%+0.07 pp Independent Power Producers & Energy Traders0.11%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.18%+1.131 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.18%

Industry change · 12M

+1.13 pp

Electric Utilities · contribution

+1.131 pp

Company participation

85%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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
Southern Company → SO	United States	$60.9bn	0.331%	+0.007 pp	+0.188 pp	+39.5%	Yes
Duke Energy → DUK	United States	$67.6bn	0.367%	+0.005 pp	+0.181 pp	+19.1%	Yes
American Electric Power → AEP	United States	$45.0bn	0.245%	-0.003 pp	+0.131 pp	+31.3%	Yes
WEC Energy Group → WEC	United States	$30.2bn	0.164%	+0.016 pp	+0.095 pp	+46.0%	Yes
Exelon → EXC	United States	$32.8bn	0.178%	-0.016 pp	+0.081 pp	+11.5%	No
Public Service Enterprise Group → PEG	United States	$30.6bn	0.166%	-0.007 pp	+0.081 pp	+19.3%	Yes
Eversource Energy → ES	United States	$25.9bn	0.141%	+0.005 pp	+0.077 pp	+32.3%	Yes
FirstEnergy → FE	United States	$24.5bn	0.133%	+0.005 pp	+0.074 pp	+27.7%	Yes
Edison International → EIX	United States	$23.5bn	0.128%	+0.015 pp	+0.059 pp	+14.3%	Yes
PPL Corporation → PPL	United States	$21.3bn	0.116%	-0.009 pp	+0.049 pp	+4.8%	No
Evergy → EVRG	United States	$15.3bn	0.083%	+0.001 pp	+0.043 pp	+17.6%	Yes
Entergy → ETR	United States	$11.2bn	0.061%	+0.007 pp	+0.037 pp	+40.3%	Yes
Alliant Energy → LNT	United States	$12.5bn	0.068%	+0.002 pp	+0.035 pp	+26.2%	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.