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%+8.09 pp Financials16.2%+6.66 pp Health Care16.5%+6.53 pp Industrials13.4%+5.79 pp Consumer Staples9.0%+3.80 pp Communication Services5.3%+3.36 pp Materials3.2%+2.13 pp Real Estate3.8%+1.85 pp Utilities3.9%+1.83 pp Energy3.5%+1.02 pp Consumer Discretionary7.1%-41.06 pp

2 · Industry

Inside Utilities

Electric Utilities2.16%+1.03 pp Multi-Utilities1.42%+0.63 pp Gas Utilities0.07%+0.07 pp Water Utilities0.12%+0.06 pp Independent Power Producers & Energy Traders0.11%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.16%+1.030 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.16%

Industry change · 12M

+1.03 pp

Electric Utilities · contribution

+1.030 pp

Company participation

77%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$65.7bn	0.343%	+0.030 pp	+0.188 pp	+45.9%	Yes
Duke Energy → DUK	United States	$68.7bn	0.358%	+0.022 pp	+0.158 pp	+19.0%	Yes
American Electric Power → AEP	United States	$46.6bn	0.243%	+0.012 pp	+0.120 pp	+33.0%	Yes
WEC Energy Group → WEC	United States	$29.8bn	0.155%	+0.012 pp	+0.082 pp	+42.2%	Yes
Public Service Enterprise Group → PEG	United States	$32.0bn	0.167%	+0.013 pp	+0.075 pp	+22.3%	Yes
Eversource Energy → ES	United States	$27.1bn	0.141%	+0.013 pp	+0.073 pp	+36.2%	Yes
FirstEnergy → FE	United States	$25.7bn	0.134%	+0.010 pp	+0.069 pp	+34.5%	Yes
Exelon → EXC	United States	$31.5bn	0.164%	-0.002 pp	+0.062 pp	+7.0%	No
PPL Corporation → PPL	United States	$24.2bn	0.126%	+0.012 pp	+0.054 pp	+16.2%	Yes
Edison International → EIX	United States	$22.6bn	0.118%	-0.012 pp	+0.041 pp	-5.9%	No
Entergy → ETR	United States	$12.1bn	0.063%	+0.010 pp	+0.037 pp	+50.4%	Yes
Evergy → EVRG	United States	$15.0bn	0.078%	-0.000 pp	+0.037 pp	+17.9%	No
Alliant Energy → LNT	United States	$12.7bn	0.066%	+0.003 pp	+0.032 pp	+27.9%	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.