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 Technology27.2%+9.30 pp Health Care16.9%+0.36 pp Materials3.2%-0.04 pp Consumer Discretionary6.8%-0.33 pp Communication Services4.9%-0.41 pp Utilities3.4%-0.47 pp Consumer Staples8.5%-0.55 pp Real Estate3.2%-0.60 pp Industrials11.8%-1.61 pp Energy1.6%-1.86 pp Financials12.5%-3.80 pp

2 · Industry

Inside Utilities

Electric Utilities1.83%-0.33 pp Multi-Utilities1.29%-0.13 pp Gas Utilities0.05%-0.02 pp Independent Power Producers & Energy Traders0.10%-0.01 pp Water Utilities0.13%+0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.83%-0.325 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.83%

Industry change · 12M

-0.33 pp

Electric Utilities · contribution

-0.325 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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
FirstEnergy → FE	United States	$16.1bn	0.076%	+0.076 pp	-0.058 pp	-36.1%	Yes
Southern Company → SO	United States	$60.7bn	0.287%	+0.287 pp	-0.055 pp	-4.3%	Yes
Duke Energy → DUK	United States	$67.7bn	0.321%	+0.320 pp	-0.037 pp	+2.1%	Yes
Exelon → EXC	United States	$27.7bn	0.131%	+0.131 pp	-0.033 pp	-9.0%	Yes
American Electric Power → AEP	United States	$44.6bn	0.211%	+0.211 pp	-0.032 pp	-1.7%	Yes
Public Service Enterprise Group → PEG	United States	$29.4bn	0.139%	+0.139 pp	-0.028 pp	-4.8%	Yes
PPL Corporation → PPL	United States	$21.1bn	0.100%	+0.100 pp	-0.026 pp	-13.3%	Yes
Evergy → EVRG	United States	$12.5bn	0.059%	+0.059 pp	-0.019 pp	-10.7%	Yes
Edison International → EIX	United States	$21.2bn	0.100%	+0.100 pp	-0.017 pp	-6.9%	Yes
Entergy → ETR	United States	$10.1bn	0.048%	+0.048 pp	-0.015 pp	-13.8%	Yes
WEC Energy Group → WEC	United States	$31.7bn	0.150%	+0.150 pp	-0.005 pp	+9.5%	Yes
Alliant Energy → LNT	United States	$13.8bn	0.065%	+0.065 pp	-0.001 pp	+6.6%	Yes
Eversource Energy → ES	United States	$29.9bn	0.142%	+0.141 pp	+0.000 pp	+7.0%	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.