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

Financials14.2%+1.72 pp Information Technology28.5%+1.35 pp Consumer Discretionary7.8%+0.98 pp Energy2.5%+0.82 pp Materials3.2%+0.05 pp Real Estate3.2%+0.01 pp Health Care16.5%-0.40 pp Utilities3.0%-0.41 pp Communication Services3.9%-1.00 pp Consumer Staples7.0%-1.51 pp Industrials10.2%-1.61 pp

2 · Industry

Inside Utilities

Electric Utilities1.40%-0.43 pp Multi-Utilities1.35%+0.06 pp Water Utilities0.11%-0.02 pp Gas Utilities0.04%-0.01 pp Independent Power Producers & Energy Traders0.09%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.40%-0.427 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.40%

Industry change · 12M

-0.43 pp

Electric Utilities · contribution

-0.427 pp

Company participation

15%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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
American Electric Power → AEP	United States	$42.7bn	0.143%	-0.009 pp	-0.069 pp	-2.5%	No
Southern Company → SO	United States	$66.0bn	0.220%	-0.011 pp	-0.067 pp	+13.0%	No
Duke Energy → DUK	United States	$78.5bn	0.262%	-0.015 pp	-0.059 pp	+15.2%	No
WEC Energy Group → WEC	United States	$28.4bn	0.095%	-0.007 pp	-0.055 pp	-7.9%	No
Eversource Energy → ES	United States	$29.2bn	0.097%	-0.004 pp	-0.044 pp	+0.1%	No
Public Service Enterprise Group → PEG	United States	$32.3bn	0.108%	-0.000 pp	-0.032 pp	+13.5%	No
PPL Corporation → PPL	United States	$22.2bn	0.074%	-0.001 pp	-0.026 pp	+10.9%	No
Edison International → EIX	United States	$23.9bn	0.080%	+0.009 pp	-0.021 pp	+17.5%	Yes
Alliant Energy → LNT	United States	$14.2bn	0.047%	-0.003 pp	-0.018 pp	+5.4%	No
Entergy → ETR	United States	$10.4bn	0.035%	-0.001 pp	-0.013 pp	+5.5%	No
Evergy → EVRG	United States	$14.6bn	0.049%	-0.002 pp	-0.010 pp	+19.7%	No
Exelon → EXC	United States	$37.1bn	0.124%	+0.012 pp	-0.007 pp	+38.2%	Yes
FirstEnergy → FE	United States	$21.0bn	0.070%	-0.001 pp	-0.006 pp	+35.8%	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.