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 Technology18.4%+8.88 pp Financials16.5%+7.33 pp Health Care17.0%+6.61 pp Industrials13.2%+6.00 pp Consumer Staples8.7%+3.60 pp Communication Services5.3%+3.24 pp Materials3.2%+1.83 pp Utilities3.7%+1.55 pp Real Estate3.5%+1.53 pp Energy3.5%+1.16 pp Consumer Discretionary7.0%-41.73 pp

2 · Industry

Inside Utilities

Electric Utilities2.05%+0.85 pp Multi-Utilities1.34%+0.54 pp Gas Utilities0.07%+0.07 pp Water Utilities0.11%+0.05 pp Independent Power Producers & Energy Traders0.11%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.05%+0.852 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.05%

Industry change · 12M

+0.85 pp

Electric Utilities · contribution

+0.852 pp

Company participation

15%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$66.8bn	0.328%	-0.015 pp	+0.166 pp	+51.7%	No
Duke Energy → DUK	United States	$66.5bn	0.326%	-0.045 pp	+0.106 pp	+10.3%	No
American Electric Power → AEP	United States	$46.7bn	0.229%	-0.017 pp	+0.097 pp	+30.5%	No
Edison International → EIX	United States	$27.0bn	0.133%	+0.002 pp	+0.067 pp	+37.6%	Yes
WEC Energy Group → WEC	United States	$29.1bn	0.143%	-0.017 pp	+0.065 pp	+37.0%	No
Eversource Energy → ES	United States	$27.5bn	0.135%	-0.012 pp	+0.061 pp	+34.5%	No
FirstEnergy → FE	United States	$26.3bn	0.129%	-0.007 pp	+0.060 pp	+34.1%	No
PPL Corporation → PPL	United States	$25.9bn	0.127%	+0.006 pp	+0.054 pp	+33.4%	Yes
Public Service Enterprise Group → PEG	United States	$29.9bn	0.147%	-0.020 pp	+0.052 pp	+17.1%	No
Exelon → EXC	United States	$31.6bn	0.155%	-0.023 pp	+0.044 pp	+4.3%	No
Entergy → ETR	United States	$11.9bn	0.059%	-0.003 pp	+0.031 pp	+44.3%	No
Alliant Energy → LNT	United States	$13.2bn	0.065%	-0.004 pp	+0.029 pp	+33.4%	No
Evergy → EVRG	United States	$14.8bn	0.073%	-0.010 pp	+0.019 pp	+18.4%	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.