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 Technology30.3%+3.46 pp Consumer Discretionary8.0%+1.23 pp Energy2.3%+0.44 pp Real Estate3.2%+0.18 pp Materials3.2%+0.02 pp Financials13.2%-0.02 pp Utilities3.0%-0.08 pp Health Care16.2%-0.17 pp Consumer Staples6.9%-1.22 pp Communication Services3.7%-1.34 pp Industrials10.0%-2.49 pp

2 · Industry

Inside Utilities

Electric Utilities1.38%-0.27 pp Multi-Utilities1.36%+0.22 pp Water Utilities0.10%-0.01 pp Gas Utilities0.04%-0.01 pp Independent Power Producers & Energy Traders0.08%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.38%-0.265 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.38%

Industry change · 12M

-0.27 pp

Electric Utilities · contribution

-0.265 pp

Company participation

15%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$64.8bn	0.219%	-0.014 pp	-0.050 pp	+6.4%	No
American Electric Power → AEP	United States	$40.8bn	0.138%	-0.012 pp	-0.041 pp	-1.1%	No
Duke Energy → DUK	United States	$74.6bn	0.252%	-0.017 pp	-0.037 pp	+8.8%	No
WEC Energy Group → WEC	United States	$27.4bn	0.093%	-0.007 pp	-0.035 pp	-5.7%	No
Eversource Energy → ES	United States	$28.3bn	0.096%	-0.009 pp	-0.032 pp	-3.3%	No
PPL Corporation → PPL	United States	$20.9bn	0.071%	-0.005 pp	-0.022 pp	+3.7%	No
Public Service Enterprise Group → PEG	United States	$31.6bn	0.107%	-0.001 pp	-0.018 pp	+10.9%	No
Edison International → EIX	United States	$24.8bn	0.084%	+0.010 pp	-0.015 pp	+11.3%	Yes
Entergy → ETR	United States	$10.1bn	0.034%	-0.003 pp	-0.012 pp	-4.3%	No
Alliant Energy → LNT	United States	$13.7bn	0.046%	-0.005 pp	-0.009 pp	+7.3%	No
FirstEnergy → FE	United States	$20.5bn	0.069%	-0.001 pp	+0.008 pp	+48.0%	No
Evergy → EVRG	United States	$14.5bn	0.049%	-0.003 pp	-0.004 pp	+18.3%	No
Exelon → EXC	United States	$36.8bn	0.124%	+0.010 pp	+0.003 pp	+32.8%	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.