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%+26.36 pp Consumer Discretionary9.0%+2.52 pp Energy2.3%-1.14 pp Real Estate2.1%-1.36 pp Utilities2.2%-1.54 pp Communication Services2.1%-1.79 pp Industrials7.2%-2.86 pp Consumer Staples5.1%-3.17 pp Financials7.8%-4.56 pp Information Technology21.1%-5.55 pp Health Care11.5%-6.91 pp

2 · Industry

Inside Utilities

Electric Utilities1.04%-0.79 pp Multi-Utilities0.98%-0.65 pp Water Utilities0.06%-0.04 pp Independent Power Producers & Energy Traders0.05%-0.04 pp Gas Utilities0.04%-0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.04%-0.792 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.04%

Industry change · 12M

-0.79 pp

Electric Utilities · contribution

-0.792 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$69.2bn	0.160%	-0.094 pp	-0.161 pp	-12.9%	No
Southern Company → SO	United States	$76.6bn	0.177%	-0.081 pp	-0.118 pp	+2.4%	No
American Electric Power → AEP	United States	$43.3bn	0.100%	-0.059 pp	-0.091 pp	-9.1%	No
Exelon → EXC	United States	$40.5bn	0.094%	-0.048 pp	-0.079 pp	-7.1%	No
WEC Energy Group → WEC	United States	$27.8bn	0.064%	-0.038 pp	-0.059 pp	-9.5%	No
Eversource Energy → ES	United States	$24.7bn	0.057%	-0.036 pp	-0.056 pp	-13.2%	No
Public Service Enterprise Group → PEG	United States	$31.2bn	0.072%	-0.034 pp	-0.051 pp	+2.6%	No
FirstEnergy → FE	United States	$22.3bn	0.052%	-0.027 pp	-0.034 pp	+5.4%	No
PPL Corporation → PPL	United States	$19.5bn	0.045%	-0.025 pp	-0.033 pp	+0.8%	No
Edison International → EIX	United States	$26.6bn	0.062%	-0.031 pp	-0.032 pp	+14.8%	No
Evergy → EVRG	United States	$13.4bn	0.031%	-0.017 pp	-0.027 pp	-6.9%	No
Alliant Energy → LNT	United States	$13.2bn	0.031%	-0.015 pp	-0.027 pp	-7.5%	No
Entergy → ETR	United States	$10.3bn	0.024%	-0.015 pp	-0.021 pp	-10.1%	No
Constellation Energy → CEG	United States	$29.7bn	0.069%	-0.019 pp	-0.004 pp	+61.6%	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.