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%+7.83 pp Financials16.1%+6.61 pp Health Care16.1%+6.02 pp Industrials13.5%+5.47 pp Consumer Staples9.2%+4.37 pp Communication Services5.3%+3.38 pp Materials3.3%+2.18 pp Utilities4.0%+2.09 pp Real Estate3.9%+2.04 pp Energy3.6%+0.96 pp Consumer Discretionary7.1%-40.93 pp

2 · Industry

Inside Utilities

Electric Utilities2.21%+1.18 pp Multi-Utilities1.45%+0.73 pp Gas Utilities0.07%+0.07 pp Water Utilities0.12%+0.07 pp Independent Power Producers & Energy Traders0.11%+0.05 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.21%+1.181 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.21%

Industry change · 12M

+1.18 pp

Electric Utilities · contribution

+1.181 pp

Company participation

92%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$64.6bn	0.343%	+0.033 pp	+0.202 pp	+48.6%	Yes
Duke Energy → DUK	United States	$69.8bn	0.371%	+0.025 pp	+0.189 pp	+25.0%	Yes
American Electric Power → AEP	United States	$46.3bn	0.246%	+0.012 pp	+0.134 pp	+36.6%	Yes
WEC Energy Group → WEC	United States	$30.0bn	0.159%	+0.018 pp	+0.092 pp	+46.8%	Yes
Eversource Energy → ES	United States	$27.7bn	0.147%	+0.017 pp	+0.085 pp	+43.2%	Yes
Exelon → EXC	United States	$33.5bn	0.178%	-0.001 pp	+0.082 pp	+14.1%	No
Public Service Enterprise Group → PEG	United States	$31.4bn	0.167%	+0.006 pp	+0.082 pp	+21.4%	Yes
FirstEnergy → FE	United States	$25.7bn	0.136%	+0.014 pp	+0.079 pp	+34.7%	Yes
Edison International → EIX	United States	$24.6bn	0.131%	+0.012 pp	+0.060 pp	+15.7%	Yes
PPL Corporation → PPL	United States	$22.7bn	0.121%	+0.000 pp	+0.056 pp	+13.5%	Yes
Evergy → EVRG	United States	$15.7bn	0.083%	+0.004 pp	+0.045 pp	+25.1%	Yes
Entergy → ETR	United States	$11.7bn	0.062%	+0.009 pp	+0.039 pp	+50.4%	Yes
Alliant Energy → LNT	United States	$12.8bn	0.068%	+0.005 pp	+0.036 pp	+30.6%	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.