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 Technology26.9%+26.90 pp Health Care15.8%+15.74 pp Industrials12.3%+12.31 pp Consumer Discretionary7.4%+7.35 pp Consumer Staples7.1%+7.09 pp Communication Services4.5%+4.49 pp Materials3.3%+3.27 pp Real Estate3.1%+3.13 pp Utilities3.0%+2.97 pp Energy2.4%+2.40 pp Financials14.3%-85.64 pp

2 · Industry

Inside Utilities

Electric Utilities1.41%+1.41 pp Multi-Utilities1.32%+1.32 pp Water Utilities0.10%+0.10 pp Independent Power Producers & Energy Traders0.10%+0.10 pp Gas Utilities0.04%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.41%+1.412 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.41%

Industry change · 12M

+1.41 pp

Electric Utilities · contribution

+1.412 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$75.9bn	0.268%	+0.123 pp	+0.268 pp	+28.8%	Yes
Southern Company → SO	United States	$64.1bn	0.226%	+0.098 pp	+0.226 pp	+21.8%	Yes
American Electric Power → AEP	United States	$42.3bn	0.149%	+0.067 pp	+0.149 pp	+9.9%	Yes
Exelon → EXC	United States	$30.9bn	0.109%	+0.049 pp	+0.109 pp	+26.8%	Yes
Public Service Enterprise Group → PEG	United States	$30.2bn	0.107%	+0.047 pp	+0.106 pp	+25.9%	Yes
WEC Energy Group → WEC	United States	$28.1bn	0.099%	+0.041 pp	+0.099 pp	+4.4%	Yes
Eversource Energy → ES	United States	$27.6bn	0.097%	+0.039 pp	+0.097 pp	-0.9%	Yes
Edison International → EIX	United States	$21.9bn	0.077%	+0.034 pp	+0.077 pp	+11.4%	Yes
PPL Corporation → PPL	United States	$21.5bn	0.076%	+0.033 pp	+0.076 pp	+14.8%	Yes
FirstEnergy → FE	United States	$20.2bn	0.071%	+0.035 pp	+0.071 pp	+0.8%	Yes
Alliant Energy → LNT	United States	$13.9bn	0.049%	+0.023 pp	+0.049 pp	+20.0%	Yes
Evergy → EVRG	United States	$13.9bn	0.049%	+0.022 pp	+0.049 pp	+5.8%	Yes
Entergy → ETR	United States	$10.0bn	0.035%	+0.016 pp	+0.035 pp	+10.2%	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.