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%+8.81 pp Consumer Discretionary7.5%+0.48 pp Materials3.1%-0.14 pp Communication Services5.1%-0.22 pp Real Estate2.9%-0.60 pp Utilities2.9%-0.78 pp Health Care16.1%-0.85 pp Consumer Staples7.8%-0.86 pp Industrials12.1%-1.12 pp Energy1.9%-1.68 pp Financials13.4%-3.05 pp

2 · Industry

Inside Utilities

Electric Utilities1.57%-0.47 pp Multi-Utilities1.06%-0.28 pp Gas Utilities0.05%-0.02 pp Independent Power Producers & Energy Traders0.10%-0.01 pp Water Utilities0.11%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.57%-0.474 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.57%

Industry change · 12M

-0.47 pp

Electric Utilities · contribution

-0.474 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$64.9bn	0.263%	+0.262 pp	-0.065 pp	+0.6%	Yes
American Electric Power → AEP	United States	$41.3bn	0.167%	+0.167 pp	-0.062 pp	-9.0%	Yes
FirstEnergy → FE	United States	$16.6bn	0.067%	+0.067 pp	-0.062 pp	-34.2%	Yes
Duke Energy → DUK	United States	$67.4bn	0.273%	+0.272 pp	-0.053 pp	+4.8%	Yes
PPL Corporation → PPL	United States	$21.7bn	0.088%	+0.088 pp	-0.040 pp	-16.9%	Yes
Edison International → EIX	United States	$23.8bn	0.096%	+0.096 pp	-0.036 pp	-12.7%	Yes
Exelon → EXC	United States	$29.4bn	0.119%	+0.119 pp	-0.036 pp	-3.9%	Yes
Public Service Enterprise Group → PEG	United States	$29.5bn	0.119%	+0.119 pp	-0.027 pp	+2.4%	Yes
WEC Energy Group → WEC	United States	$29.0bn	0.117%	+0.117 pp	-0.025 pp	+2.5%	Yes
Evergy → EVRG	United States	$12.6bn	0.051%	+0.051 pp	-0.022 pp	-11.7%	Yes
Entergy → ETR	United States	$10.0bn	0.040%	+0.040 pp	-0.018 pp	-13.7%	Yes
Eversource Energy → ES	United States	$29.7bn	0.120%	+0.120 pp	-0.015 pp	+4.4%	Yes
Alliant Energy → LNT	United States	$12.9bn	0.052%	+0.052 pp	-0.012 pp	-3.2%	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.