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 Technology21.1%+2.55 pp Health Care19.3%+2.41 pp Communication Services5.2%+1.68 pp Materials3.1%+0.58 pp Consumer Staples9.2%+0.20 pp Real Estate3.6%-0.03 pp Utilities3.7%-0.06 pp Consumer Discretionary6.5%-0.72 pp Energy2.5%-1.60 pp Industrials11.5%-2.34 pp Financials14.1%-2.68 pp

2 · Industry

Inside Utilities

Electric Utilities2.06%-0.04 pp Independent Power Producers & Energy Traders0.10%-0.03 pp Water Utilities0.12%+0.01 pp Gas Utilities0.07%+0.00 pp Multi-Utilities1.39%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities2.06%-0.044 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Electric Utilities · weight

2.06%

Industry change · 12M

-0.04 pp

Electric Utilities · contribution

-0.044 pp

Company participation

92%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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
Exelon → EXC	United States	$25.8bn	0.144%	-0.019 pp	-0.052 pp	-24.9%	Yes
Southern Company → SO	United States	$59.9bn	0.335%	-0.029 pp	+0.028 pp	+11.1%	Yes
Public Service Enterprise Group → PEG	United States	$25.6bn	0.143%	-0.004 pp	-0.024 pp	-12.2%	Yes
Eversource Energy → ES	United States	$26.6bn	0.149%	+0.001 pp	+0.022 pp	+15.6%	Yes
WEC Energy Group → WEC	United States	$28.6bn	0.160%	+0.004 pp	+0.022 pp	+18.6%	Yes
Duke Energy → DUK	United States	$62.1bn	0.347%	-0.004 pp	-0.022 pp	-3.1%	Yes
PPL Corporation → PPL	United States	$19.5bn	0.109%	-0.020 pp	-0.016 pp	-14.2%	Yes
Evergy → EVRG	United States	$13.2bn	0.074%	-0.007 pp	-0.008 pp	+4.2%	Yes
American Electric Power → AEP	United States	$41.1bn	0.230%	-0.024 pp	-0.005 pp	+0.1%	Yes
Alliant Energy → LNT	United States	$11.9bn	0.067%	-0.004 pp	+0.004 pp	+5.7%	Yes
Edison International → EIX	United States	$21.3bn	0.119%	-0.016 pp	+0.004 pp	-4.4%	No
Entergy → ETR	United States	$9.5bn	0.053%	-0.011 pp	+0.002 pp	+1.9%	Yes
FirstEnergy → FE	United States	$22.4bn	0.125%	-0.010 pp	+0.001 pp	+1.5%	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.