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 Discretionary52.2%+52.24 pp Information Technology13.5%+13.45 pp Health Care8.1%+8.05 pp Financials7.4%+7.34 pp Industrials6.6%+6.58 pp Consumer Staples3.8%+3.78 pp Communication Services2.4%+2.43 pp Materials1.7%+1.66 pp Real Estate1.5%+1.53 pp Energy1.2%+1.20 pp Utilities1.7%-98.26 pp

2 · Industry

Inside Utilities

Electric Utilities0.79%-99.13 pp Multi-Utilities0.75%+0.75 pp Water Utilities0.05%+0.05 pp Independent Power Producers & Energy Traders0.05%+0.05 pp Gas Utilities0.02%+0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities0.79%-99.134 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

0.79%

Industry change · 12M

-99.13 pp

Electric Utilities · contribution

-99.134 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$22.2bn	0.043%	-0.053 pp	-99.876 pp	+12.0%	No
Duke Energy → DUK	United States	$74.2bn	0.145%	-0.128 pp	+0.145 pp	+24.6%	No
Southern Company → SO	United States	$65.7bn	0.128%	-0.134 pp	+0.128 pp	+20.0%	No
American Electric Power → AEP	United States	$42.1bn	0.082%	-0.085 pp	+0.082 pp	+9.6%	No
Exelon → EXC	United States	$30.5bn	0.060%	-0.059 pp	+0.059 pp	+23.6%	No
Public Service Enterprise Group → PEG	United States	$30.4bn	0.059%	-0.060 pp	+0.059 pp	+39.0%	No
Eversource Energy → ES	United States	$29.7bn	0.058%	-0.062 pp	+0.058 pp	+13.9%	No
WEC Energy Group → WEC	United States	$29.5bn	0.058%	-0.060 pp	+0.058 pp	+9.3%	No
PPL Corporation → PPL	United States	$22.2bn	0.043%	-0.044 pp	+0.043 pp	+23.8%	No
FirstEnergy → FE	United States	$18.8bn	0.037%	-0.030 pp	+0.037 pp	-9.1%	No
Alliant Energy → LNT	United States	$13.5bn	0.026%	-0.026 pp	+0.026 pp	+15.5%	No
Evergy → EVRG	United States	$13.5bn	0.026%	-0.025 pp	+0.026 pp	+12.3%	No
Entergy → ETR	United States	$10.0bn	0.019%	-0.021 pp	+0.019 pp	+9.9%	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.