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 Discretionary11.4%+4.38 pp Energy3.6%+0.25 pp Consumer Staples7.5%+0.07 pp Utilities3.3%-0.11 pp Materials3.1%-0.19 pp Industrials10.0%-0.23 pp Real Estate3.1%-0.29 pp Communication Services3.2%-0.40 pp Health Care16.5%-0.47 pp Information Technology27.3%-1.33 pp Financials11.1%-1.69 pp

2 · Industry

Inside Utilities

Electric Utilities1.58%-0.08 pp Water Utilities0.09%-0.01 pp Multi-Utilities1.49%-0.01 pp Independent Power Producers & Energy Traders0.08%-0.01 pp Gas Utilities0.05%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.58%-0.081 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.58%

Industry change · 12M

-0.08 pp

Electric Utilities · contribution

-0.081 pp

Company participation

21%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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
Duke Energy → DUK	United States	$74.3bn	0.253%	-0.033 pp	-0.036 pp	-10.2%	No
Constellation Energy → CEG	United States	$25.7bn	0.088%	-0.014 pp	+0.026 pp	+40.9%	No
Exelon → EXC	United States	$41.6bn	0.142%	-0.013 pp	-0.015 pp	-9.2%	No
Public Service Enterprise Group → PEG	United States	$31.1bn	0.106%	-0.004 pp	-0.012 pp	-7.6%	Yes
FirstEnergy → FE	United States	$22.9bn	0.078%	-0.008 pp	-0.010 pp	-9.2%	No
American Electric Power → AEP	United States	$46.8bn	0.160%	-0.017 pp	-0.010 pp	-5.6%	No
Eversource Energy → ES	United States	$27.3bn	0.093%	-0.012 pp	-0.009 pp	-8.5%	No
Alliant Energy → LNT	United States	$13.4bn	0.046%	-0.004 pp	-0.007 pp	-11.8%	No
Evergy → EVRG	United States	$14.0bn	0.048%	-0.004 pp	-0.005 pp	-7.1%	No
WEC Energy Group → WEC	United States	$29.9bn	0.102%	-0.005 pp	-0.004 pp	-2.1%	No
Edison International → EIX	United States	$27.0bn	0.092%	+0.004 pp	+0.002 pp	+5.3%	Yes
Entergy → ETR	United States	$11.4bn	0.039%	-0.002 pp	-0.001 pp	-4.2%	No
PPL Corporation → PPL	United States	$20.5bn	0.070%	-0.008 pp	-0.001 pp	+0.6%	No
Southern Company → SO	United States	$75.8bn	0.258%	-0.022 pp	-0.000 pp	-0.2%	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.