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 Discretionary11.3%+4.18 pp Energy3.7%+0.58 pp Industrials10.3%+0.07 pp Utilities3.2%+0.05 pp Materials3.2%+0.02 pp Real Estate3.2%+0.00 pp Health Care16.6%-0.02 pp Consumer Staples7.5%-0.07 pp Communication Services3.3%-0.59 pp Financials12.6%-0.72 pp Information Technology25.1%-3.51 pp

2 · Industry

Inside Utilities

Multi-Utilities1.46%+0.04 pp Electric Utilities1.55%+0.01 pp Water Utilities0.09%-0.01 pp Gas Utilities0.06%+0.01 pp Independent Power Producers & Energy Traders0.08%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.55%+0.007 pp

Concentrated

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

View all contributions →

Electric Utilities · weight

1.55%

Industry change · 12M

+0.01 pp

Electric Utilities · contribution

+0.007 pp

Company participation

14%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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	$24.5bn	0.086%	-0.021 pp	+0.034 pp	+64.4%	No
Duke Energy → DUK	United States	$72.6bn	0.255%	-0.006 pp	-0.013 pp	-2.4%	No
Public Service Enterprise Group → PEG	United States	$30.1bn	0.106%	+0.003 pp	-0.007 pp	-3.6%	Yes
Alliant Energy → LNT	United States	$12.9bn	0.045%	-0.003 pp	-0.005 pp	-9.4%	No
Eversource Energy → ES	United States	$26.3bn	0.092%	-0.006 pp	-0.005 pp	-5.1%	No
Edison International → EIX	United States	$25.3bn	0.089%	+0.003 pp	+0.005 pp	+9.1%	Yes
Exelon → EXC	United States	$40.2bn	0.141%	+0.002 pp	-0.004 pp	-2.0%	No
PPL Corporation → PPL	United States	$19.9bn	0.070%	-0.004 pp	+0.003 pp	+6.8%	No
FirstEnergy → FE	United States	$22.6bn	0.080%	-0.000 pp	-0.003 pp	-1.8%	No
Southern Company → SO	United States	$68.7bn	0.241%	-0.009 pp	+0.003 pp	+1.2%	No
Evergy → EVRG	United States	$13.5bn	0.047%	+0.001 pp	-0.002 pp	-2.3%	No
Entergy → ETR	United States	$10.9bn	0.038%	-0.002 pp	+0.001 pp	+1.5%	No
WEC Energy Group → WEC	United States	$28.0bn	0.098%	-0.008 pp	-0.001 pp	+0.6%	No
American Electric Power → AEP	United States	$45.2bn	0.159%	-0.010 pp	+0.000 pp	+0.4%	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.