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 Technology29.7%+2.54 pp Health Care16.7%+0.60 pp Energy2.3%+0.44 pp Real Estate3.4%+0.43 pp Consumer Discretionary7.8%+0.36 pp Utilities3.1%+0.17 pp Materials3.3%+0.15 pp Financials12.9%-0.47 pp Consumer Staples7.2%-0.68 pp Communication Services3.6%-1.42 pp Industrials10.0%-2.13 pp

2 · Industry

Inside Utilities

Multi-Utilities1.40%+0.33 pp Electric Utilities1.43%-0.14 pp Independent Power Producers & Energy Traders0.09%-0.01 pp Gas Utilities0.04%-0.00 pp Water Utilities0.11%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.43%-0.139 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.43%

Industry change · 12M

-0.14 pp

Electric Utilities · contribution

-0.139 pp

Company participation

77%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$72.7bn	0.233%	+0.002 pp	-0.030 pp	+16.3%	Yes
American Electric Power → AEP	United States	$44.8bn	0.144%	+0.001 pp	-0.024 pp	+10.7%	No
Eversource Energy → ES	United States	$31.3bn	0.100%	+0.002 pp	-0.020 pp	+8.2%	Yes
WEC Energy Group → WEC	United States	$30.6bn	0.098%	+0.000 pp	-0.019 pp	+8.7%	Yes
PPL Corporation → PPL	United States	$22.6bn	0.072%	-0.003 pp	-0.015 pp	+12.9%	No
Duke Energy → DUK	United States	$80.7bn	0.259%	-0.005 pp	-0.014 pp	+19.1%	No
Edison International → EIX	United States	$25.9bn	0.083%	+0.009 pp	-0.013 pp	+13.6%	Yes
Public Service Enterprise Group → PEG	United States	$33.7bn	0.108%	-0.000 pp	-0.011 pp	+18.3%	Yes
Exelon → EXC	United States	$40.3bn	0.129%	+0.011 pp	+0.010 pp	+41.5%	Yes
FirstEnergy → FE	United States	$22.6bn	0.073%	+0.004 pp	+0.005 pp	+41.8%	Yes
Entergy → ETR	United States	$11.3bn	0.036%	+0.001 pp	-0.004 pp	+17.1%	Yes
Alliant Energy → LNT	United States	$15.4bn	0.049%	+0.000 pp	-0.003 pp	+22.9%	Yes
Evergy → EVRG	United States	$15.7bn	0.050%	+0.000 pp	-0.001 pp	+28.0%	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.