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 Technology18.1%+8.41 pp Financials16.5%+6.93 pp Health Care16.8%+6.27 pp Industrials13.7%+6.24 pp Consumer Staples8.8%+3.60 pp Communication Services5.3%+3.22 pp Materials3.2%+1.80 pp Utilities3.7%+1.59 pp Real Estate3.6%+1.58 pp Energy3.4%+1.00 pp Consumer Discretionary7.0%-40.65 pp

2 · Industry

Inside Utilities

Electric Utilities2.03%+0.88 pp Multi-Utilities1.34%+0.56 pp Gas Utilities0.06%+0.06 pp Water Utilities0.11%+0.05 pp Independent Power Producers & Energy Traders0.11%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.03%+0.876 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.03%

Industry change · 12M

+0.88 pp

Electric Utilities · contribution

+0.876 pp

Company participation

15%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$65.0bn	0.328%	-0.004 pp	+0.166 pp	+36.9%	No
Duke Energy → DUK	United States	$64.3bn	0.324%	-0.044 pp	+0.114 pp	+3.9%	No
American Electric Power → AEP	United States	$45.1bn	0.227%	-0.017 pp	+0.100 pp	+21.3%	No
FirstEnergy → FE	United States	$25.8bn	0.130%	-0.003 pp	+0.066 pp	+30.6%	No
Edison International → EIX	United States	$24.8bn	0.125%	-0.003 pp	+0.065 pp	+29.7%	Yes
WEC Energy Group → WEC	United States	$28.0bn	0.141%	-0.023 pp	+0.065 pp	+25.9%	No
Eversource Energy → ES	United States	$26.8bn	0.135%	-0.006 pp	+0.063 pp	+24.4%	No
Public Service Enterprise Group → PEG	United States	$30.0bn	0.151%	-0.015 pp	+0.057 pp	+9.5%	No
PPL Corporation → PPL	United States	$24.6bn	0.124%	+0.008 pp	+0.051 pp	+17.4%	Yes
Exelon → EXC	United States	$30.8bn	0.155%	-0.023 pp	+0.049 pp	-1.3%	No
Entergy → ETR	United States	$11.6bn	0.058%	-0.003 pp	+0.032 pp	+38.6%	No
Alliant Energy → LNT	United States	$12.7bn	0.064%	-0.004 pp	+0.029 pp	+20.3%	No
Evergy → EVRG	United States	$14.4bn	0.073%	-0.011 pp	+0.021 pp	+10.0%	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.