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 Technology19.1%+9.77 pp Financials16.2%+6.99 pp Health Care16.6%+6.66 pp Industrials13.4%+5.77 pp Consumer Staples8.8%+3.81 pp Communication Services5.2%+3.23 pp Utilities3.9%+1.91 pp Materials3.1%+1.72 pp Real Estate3.6%+1.56 pp Energy3.2%+0.74 pp Consumer Discretionary6.9%-42.15 pp

2 · Industry

Inside Utilities

Electric Utilities2.20%+1.04 pp Multi-Utilities1.43%+0.70 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 Utilities2.20%+1.038 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

2.20%

Industry change · 12M

+1.04 pp

Electric Utilities · contribution

+1.038 pp

Company participation

85%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2020 · 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	$73.8bn	0.364%	+0.022 pp	+0.199 pp	+51.5%	Yes
Duke Energy → DUK	United States	$71.2bn	0.351%	-0.007 pp	+0.145 pp	+16.1%	Yes
American Electric Power → AEP	United States	$51.5bn	0.254%	+0.011 pp	+0.125 pp	+36.0%	Yes
WEC Energy Group → WEC	United States	$31.5bn	0.155%	+0.000 pp	+0.079 pp	+40.8%	Yes
Eversource Energy → ES	United States	$29.9bn	0.148%	+0.006 pp	+0.075 pp	+36.9%	Yes
Edison International → EIX	United States	$27.5bn	0.135%	+0.018 pp	+0.074 pp	+39.2%	Yes
FirstEnergy → FE	United States	$27.4bn	0.135%	+0.001 pp	+0.069 pp	+34.3%	Yes
Public Service Enterprise Group → PEG	United States	$29.9bn	0.148%	-0.019 pp	+0.057 pp	+12.0%	No
PPL Corporation → PPL	United States	$26.2bn	0.129%	+0.003 pp	+0.055 pp	+21.7%	Yes
Exelon → EXC	United States	$33.0bn	0.163%	-0.002 pp	+0.054 pp	+2.8%	No
Entergy → ETR	United States	$13.1bn	0.065%	+0.002 pp	+0.038 pp	+52.9%	Yes
Alliant Energy → LNT	United States	$14.3bn	0.070%	+0.004 pp	+0.036 pp	+37.3%	Yes
Evergy → EVRG	United States	$16.4bn	0.081%	+0.003 pp	+0.031 pp	+30.0%	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.