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 Technology27.5%+27.47 pp Health Care16.1%+16.09 pp Industrials11.8%+11.83 pp Consumer Discretionary7.3%+7.33 pp Consumer Staples7.0%+6.99 pp Communication Services4.3%+4.28 pp Materials3.2%+3.15 pp Real Estate3.1%+3.13 pp Utilities3.0%+2.99 pp Energy2.3%+2.34 pp Financials14.3%-85.61 pp

2 · Industry

Inside Utilities

Electric Utilities1.41%+1.41 pp Multi-Utilities1.35%+1.35 pp Water Utilities0.11%+0.11 pp Independent Power Producers & Energy Traders0.09%+0.09 pp Gas Utilities0.04%+0.04 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.41%+1.409 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

+1.409 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$75.1bn	0.264%	-0.004 pp	+0.263 pp	+14.6%	No
Southern Company → SO	United States	$65.6bn	0.230%	+0.004 pp	+0.230 pp	+19.1%	No
American Electric Power → AEP	United States	$40.6bn	0.143%	-0.007 pp	+0.142 pp	+2.8%	No
Exelon → EXC	United States	$33.7bn	0.118%	+0.009 pp	+0.118 pp	+40.1%	Yes
Public Service Enterprise Group → PEG	United States	$30.8bn	0.108%	+0.001 pp	+0.108 pp	+14.7%	No
Eversource Energy → ES	United States	$28.1bn	0.099%	+0.001 pp	+0.099 pp	+0.7%	No
WEC Energy Group → WEC	United States	$27.8bn	0.098%	-0.001 pp	+0.098 pp	-6.4%	No
PPL Corporation → PPL	United States	$21.5bn	0.075%	-0.001 pp	+0.075 pp	+8.5%	No
Edison International → EIX	United States	$21.1bn	0.074%	-0.004 pp	+0.074 pp	+14.1%	No
FirstEnergy → FE	United States	$19.4bn	0.068%	-0.003 pp	+0.068 pp	+29.9%	No
Evergy → EVRG	United States	$14.3bn	0.050%	+0.001 pp	+0.050 pp	+26.9%	No
Alliant Energy → LNT	United States	$14.0bn	0.049%	-0.000 pp	+0.049 pp	+11.6%	No
Entergy → ETR	United States	$10.0bn	0.035%	-0.000 pp	+0.035 pp	+4.5%	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.