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 Technology25.6%+25.56 pp Health Care15.7%+15.64 pp Industrials12.8%+12.82 pp Consumer Discretionary7.4%+7.37 pp Consumer Staples7.2%+7.19 pp Communication Services4.6%+4.56 pp Materials3.5%+3.50 pp Utilities3.1%+3.09 pp Real Estate3.1%+3.08 pp Energy2.4%+2.35 pp Financials14.7%-85.17 pp

2 · Industry

Inside Utilities

Electric Utilities1.47%+1.47 pp Multi-Utilities1.39%+1.38 pp Water Utilities0.10%+0.10 pp Independent Power Producers & Energy Traders0.09%+0.09 pp Gas Utilities0.05%+0.05 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.47%+1.472 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.47%

Industry change · 12M

+1.47 pp

Electric Utilities · contribution

+1.472 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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
Duke Energy → DUK	United States	$77.1bn	0.276%	+0.145 pp	+0.276 pp	+22.0%	Yes
Southern Company → SO	United States	$67.7bn	0.242%	+0.123 pp	+0.242 pp	+16.9%	Yes
American Electric Power → AEP	United States	$43.0bn	0.154%	+0.080 pp	+0.154 pp	+4.4%	Yes
Exelon → EXC	United States	$31.4bn	0.113%	+0.059 pp	+0.113 pp	+22.3%	Yes
Public Service Enterprise Group → PEG	United States	$31.4bn	0.112%	+0.058 pp	+0.112 pp	+26.2%	Yes
WEC Energy Group → WEC	United States	$29.6bn	0.106%	+0.055 pp	+0.106 pp	+5.3%	Yes
Eversource Energy → ES	United States	$27.9bn	0.100%	+0.045 pp	+0.100 pp	-0.2%	Yes
PPL Corporation → PPL	United States	$22.4bn	0.080%	+0.040 pp	+0.080 pp	+10.4%	Yes
Edison International → EIX	United States	$21.2bn	0.076%	+0.035 pp	+0.076 pp	+0.6%	Yes
FirstEnergy → FE	United States	$20.6bn	0.074%	+0.038 pp	+0.074 pp	-5.7%	Yes
Alliant Energy → LNT	United States	$14.3bn	0.051%	+0.028 pp	+0.051 pp	+19.2%	Yes
Evergy → EVRG	United States	$14.2bn	0.051%	+0.027 pp	+0.051 pp	+4.4%	Yes
Entergy → ETR	United States	$10.6bn	0.038%	+0.020 pp	+0.038 pp	+7.2%	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.