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

Materials29.6%+26.14 pp Consumer Discretionary8.5%+1.82 pp Real Estate2.1%-1.21 pp Utilities2.3%-1.33 pp Energy2.3%-1.64 pp Communication Services2.1%-1.72 pp Consumer Staples5.3%-2.38 pp Industrials6.9%-3.12 pp Financials7.8%-5.05 pp Health Care11.8%-5.74 pp Information Technology21.2%-5.77 pp

2 · Industry

Inside Utilities

Electric Utilities1.08%-0.73 pp Multi-Utilities1.04%-0.51 pp Independent Power Producers & Energy Traders0.05%-0.04 pp Water Utilities0.07%-0.03 pp Gas Utilities0.04%-0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.08%-0.733 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.08%

Industry change · 12M

-0.73 pp

Electric Utilities · contribution

-0.733 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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	$68.8bn	0.170%	-0.085 pp	-0.142 pp	-17.4%	No
Southern Company → SO	United States	$76.1bn	0.188%	-0.054 pp	-0.102 pp	-4.1%	No
American Electric Power → AEP	United States	$42.8bn	0.106%	-0.053 pp	-0.083 pp	-15.6%	No
Exelon → EXC	United States	$39.4bn	0.097%	-0.044 pp	-0.076 pp	-16.6%	No
Eversource Energy → ES	United States	$24.2bn	0.060%	-0.033 pp	-0.055 pp	-22.5%	No
WEC Energy Group → WEC	United States	$27.6bn	0.068%	-0.030 pp	-0.051 pp	-14.2%	No
Public Service Enterprise Group → PEG	United States	$29.8bn	0.074%	-0.032 pp	-0.050 pp	-9.7%	No
FirstEnergy → FE	United States	$21.4bn	0.053%	-0.027 pp	-0.035 pp	-9.4%	No
PPL Corporation → PPL	United States	$19.3bn	0.048%	-0.022 pp	-0.032 pp	-10.3%	No
Edison International → EIX	United States	$25.9bn	0.064%	-0.025 pp	-0.032 pp	+1.0%	No
Alliant Energy → LNT	United States	$12.9bn	0.032%	-0.013 pp	-0.026 pp	-16.7%	No
Evergy → EVRG	United States	$13.3bn	0.033%	-0.015 pp	-0.025 pp	-14.0%	No
Entergy → ETR	United States	$10.4bn	0.026%	-0.013 pp	-0.018 pp	-15.2%	No
Constellation Energy → CEG	United States	$27.3bn	0.067%	-0.019 pp	-0.006 pp	+36.8%	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.