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

Consumer Discretionary46.1%+39.16 pp Materials1.8%-1.34 pp Real Estate1.7%-1.86 pp Energy1.1%-2.06 pp Utilities1.7%-2.24 pp Communication Services2.8%-2.38 pp Information Technology16.1%-3.01 pp Consumer Staples4.4%-4.39 pp Industrials6.9%-6.49 pp Health Care9.7%-6.87 pp Financials7.7%-8.52 pp

2 · Industry

Inside Utilities

Electric Utilities0.91%-1.29 pp Multi-Utilities0.61%-0.81 pp Water Utilities0.07%-0.05 pp Independent Power Producers & Energy Traders0.06%-0.05 pp Gas Utilities0.03%-0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities0.91%-1.287 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

0.91%

Industry change · 12M

-1.29 pp

Electric Utilities · contribution

-1.287 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2021 · 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	$62.2bn	0.149%	-0.138 pp	-0.215 pp	-12.7%	No
Duke Energy → DUK	United States	$69.2bn	0.166%	-0.155 pp	-0.185 pp	+0.5%	No
American Electric Power → AEP	United States	$40.2bn	0.096%	-0.115 pp	-0.158 pp	-19.8%	No
FirstEnergy → FE	United States	$16.7bn	0.040%	-0.036 pp	-0.095 pp	-36.7%	No
Exelon → EXC	United States	$28.9bn	0.069%	-0.062 pp	-0.094 pp	-9.3%	No
WEC Energy Group → WEC	United States	$28.0bn	0.067%	-0.083 pp	-0.088 pp	-8.6%	No
Edison International → EIX	United States	$22.0bn	0.053%	-0.048 pp	-0.083 pp	-20.4%	No
Public Service Enterprise Group → PEG	United States	$28.5bn	0.068%	-0.071 pp	-0.079 pp	-1.2%	No
PPL Corporation → PPL	United States	$21.3bn	0.051%	-0.049 pp	-0.078 pp	-19.1%	No
Eversource Energy → ES	United States	$30.0bn	0.072%	-0.070 pp	-0.076 pp	-2.8%	No
Evergy → EVRG	United States	$12.2bn	0.029%	-0.030 pp	-0.052 pp	-22.9%	No
Entergy → ETR	United States	$9.5bn	0.023%	-0.025 pp	-0.042 pp	-25.0%	No
Alliant Energy → LNT	United States	$12.2bn	0.029%	-0.036 pp	-0.041 pp	-15.6%	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.