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 Discretionary53.6%+53.57 pp Information Technology13.3%+13.32 pp Health Care7.9%+7.89 pp Financials7.2%+7.19 pp Industrials6.2%+6.17 pp Consumer Staples3.6%+3.57 pp Communication Services2.4%+2.43 pp Materials1.6%+1.59 pp Real Estate1.5%+1.47 pp Energy1.2%+1.18 pp Utilities1.5%-98.38 pp

2 · Industry

Inside Utilities

Electric Utilities0.72%-99.20 pp Multi-Utilities0.70%+0.70 pp Independent Power Producers & Energy Traders0.05%+0.05 pp Water Utilities0.05%+0.05 pp Gas Utilities0.02%+0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities0.72%-99.205 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

0.72%

Industry change · 12M

-99.20 pp

Electric Utilities · contribution

-99.205 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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
Edison International → EIX	United States	$20.5bn	0.041%	-0.058 pp	-99.883 pp	-15.8%	No
Duke Energy → DUK	United States	$65.8bn	0.131%	-0.158 pp	+0.131 pp	-2.5%	No
Southern Company → SO	United States	$59.9bn	0.120%	-0.149 pp	+0.120 pp	-1.8%	No
American Electric Power → AEP	United States	$37.2bn	0.074%	-0.105 pp	+0.074 pp	-13.2%	No
Eversource Energy → ES	United States	$27.3bn	0.054%	-0.073 pp	+0.054 pp	-5.6%	No
Public Service Enterprise Group → PEG	United States	$27.2bn	0.054%	-0.071 pp	+0.054 pp	+8.8%	No
Exelon → EXC	United States	$26.9bn	0.054%	-0.068 pp	+0.054 pp	-7.8%	No
WEC Energy Group → WEC	United States	$25.4bn	0.051%	-0.076 pp	+0.051 pp	-10.1%	No
PPL Corporation → PPL	United States	$20.1bn	0.040%	-0.053 pp	+0.040 pp	-7.7%	No
FirstEnergy → FE	United States	$18.0bn	0.036%	-0.025 pp	+0.036 pp	-21.9%	No
Evergy → EVRG	United States	$12.2bn	0.024%	-0.029 pp	+0.024 pp	-15.0%	No
Alliant Energy → LNT	United States	$11.5bn	0.023%	-0.033 pp	+0.023 pp	-8.8%	No
Entergy → ETR	United States	$8.7bn	0.017%	-0.029 pp	+0.017 pp	-22.9%	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.