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 Technology26.2%+5.17 pp Consumer Discretionary7.6%+1.03 pp Industrials12.5%+0.98 pp Financials14.5%+0.40 pp Materials3.4%+0.25 pp Energy2.2%-0.33 pp Utilities3.2%-0.52 pp Real Estate3.1%-0.54 pp Communication Services4.6%-0.59 pp Consumer Staples7.1%-2.07 pp Health Care15.5%-3.78 pp

2 · Industry

Inside Utilities

Electric Utilities1.52%-0.53 pp Multi-Utilities1.44%+0.05 pp Gas Utilities0.05%-0.02 pp Water Utilities0.10%-0.02 pp Independent Power Producers & Energy Traders0.10%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.52%-0.534 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.52%

Industry change · 12M

-0.53 pp

Electric Utilities · contribution

-0.534 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	$70.0bn	0.254%	+0.105 pp	-0.081 pp	+21.9%	Yes
American Electric Power → AEP	United States	$44.3bn	0.161%	+0.064 pp	-0.069 pp	+10.5%	Yes
Duke Energy → DUK	United States	$77.4bn	0.281%	+0.115 pp	-0.067 pp	+24.2%	Yes
FirstEnergy → FE	United States	$20.6bn	0.075%	+0.035 pp	-0.050 pp	-3.5%	Yes
WEC Energy Group → WEC	United States	$30.7bn	0.111%	+0.044 pp	-0.049 pp	+10.4%	Yes
Eversource Energy → ES	United States	$29.6bn	0.107%	+0.035 pp	-0.042 pp	+9.9%	Yes
Edison International → EIX	United States	$22.6bn	0.082%	+0.029 pp	-0.038 pp	+6.0%	Yes
Exelon → EXC	United States	$31.3bn	0.113%	+0.044 pp	-0.031 pp	+26.1%	Yes
PPL Corporation → PPL	United States	$22.4bn	0.081%	+0.030 pp	-0.028 pp	+21.4%	Yes
Public Service Enterprise Group → PEG	United States	$31.9bn	0.116%	+0.047 pp	-0.028 pp	+29.2%	Yes
Evergy → EVRG	United States	$14.5bn	0.053%	+0.023 pp	-0.022 pp	+13.7%	Yes
Alliant Energy → LNT	United States	$14.0bn	0.051%	+0.022 pp	-0.016 pp	+19.2%	Yes
Entergy → ETR	United States	$11.0bn	0.040%	+0.017 pp	-0.014 pp	+18.8%	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.