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

Consumer Discretionary11.2%+3.78 pp Energy3.9%+1.03 pp Health Care16.9%+0.53 pp Utilities3.4%+0.25 pp Industrials10.1%+0.16 pp Real Estate3.3%+0.09 pp Materials3.3%+0.07 pp Consumer Staples7.4%+0.03 pp Communication Services3.4%-0.27 pp Financials12.7%-1.04 pp Information Technology24.5%-4.63 pp

2 · Industry

Inside Utilities

Multi-Utilities1.50%+0.12 pp Electric Utilities1.61%+0.11 pp Gas Utilities0.06%+0.01 pp Independent Power Producers & Energy Traders0.09%+0.01 pp Water Utilities0.10%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.61%+0.111 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Electric Utilities · weight

1.61%

Industry change · 12M

+0.11 pp

Electric Utilities · contribution

+0.111 pp

Company participation

14%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2023 · 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
Constellation Energy → CEG	United States	$27.9bn	0.096%	-0.014 pp	+0.096 pp	+79.5%	No
American Electric Power → AEP	United States	$48.3bn	0.165%	+0.005 pp	+0.012 pp	+7.5%	No
Edison International → EIX	United States	$26.3bn	0.090%	+0.009 pp	+0.010 pp	+14.7%	Yes
Exelon → EXC	United States	$41.9bn	0.143%	+0.009 pp	+0.007 pp	+5.3%	No
Public Service Enterprise Group → PEG	United States	$30.9bn	0.106%	+0.006 pp	-0.007 pp	-3.8%	No
Eversource Energy → ES	United States	$28.7bn	0.098%	+0.004 pp	-0.005 pp	-5.2%	No
Southern Company → SO	United States	$73.7bn	0.252%	-0.001 pp	+0.004 pp	+1.2%	No
Alliant Energy → LNT	United States	$13.6bn	0.046%	-0.000 pp	-0.004 pp	-6.9%	No
FirstEnergy → FE	United States	$23.4bn	0.080%	+0.004 pp	+0.003 pp	+1.4%	No
Duke Energy → DUK	United States	$78.9bn	0.270%	+0.015 pp	-0.002 pp	+1.3%	No
WEC Energy Group → WEC	United States	$29.6bn	0.101%	-0.001 pp	-0.001 pp	-0.2%	No
Evergy → EVRG	United States	$14.4bn	0.049%	-0.001 pp	-0.001 pp	+0.0%	No
PPL Corporation → PPL	United States	$21.8bn	0.075%	+0.005 pp	-0.000 pp	+3.0%	Yes
Entergy → ETR	United States	$11.0bn	0.038%	-0.001 pp	-0.000 pp	+0.5%	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.