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

Materials32.1%+29.08 pp Energy2.4%-0.93 pp Real Estate2.0%-1.30 pp Utilities2.1%-1.36 pp Communication Services1.9%-1.47 pp Consumer Discretionary8.6%-2.35 pp Consumer Staples4.9%-2.62 pp Industrials7.0%-2.73 pp Financials7.7%-3.97 pp Health Care10.9%-5.94 pp Information Technology20.2%-6.43 pp

2 · Industry

Inside Utilities

Electric Utilities1.01%-0.69 pp Multi-Utilities0.94%-0.58 pp Water Utilities0.06%-0.03 pp Independent Power Producers & Energy Traders0.05%-0.03 pp Gas Utilities0.04%-0.02 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.01%-0.690 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.01%

Industry change · 12M

-0.69 pp

Electric Utilities · contribution

-0.690 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$72.1bn	0.157%	-0.100 pp	-0.134 pp	-11.4%	No
Southern Company → SO	United States	$78.9bn	0.172%	-0.099 pp	-0.109 pp	-2.2%	No
American Electric Power → AEP	United States	$43.7bn	0.095%	-0.065 pp	-0.079 pp	-10.9%	No
Exelon → EXC	United States	$41.6bn	0.091%	-0.052 pp	-0.066 pp	-6.9%	No
WEC Energy Group → WEC	United States	$28.3bn	0.062%	-0.041 pp	-0.051 pp	-10.7%	No
Eversource Energy → ES	United States	$25.2bn	0.055%	-0.036 pp	-0.050 pp	-15.3%	No
Public Service Enterprise Group → PEG	United States	$31.5bn	0.069%	-0.038 pp	-0.044 pp	-0.4%	No
FirstEnergy → FE	United States	$22.6bn	0.049%	-0.028 pp	-0.032 pp	-0.2%	No
PPL Corporation → PPL	United States	$20.3bn	0.044%	-0.027 pp	-0.029 pp	-2.1%	No
Edison International → EIX	United States	$27.6bn	0.060%	-0.035 pp	-0.029 pp	+11.0%	No
Evergy → EVRG	United States	$13.8bn	0.030%	-0.018 pp	-0.024 pp	-8.6%	No
Alliant Energy → LNT	United States	$13.5bn	0.029%	-0.017 pp	-0.023 pp	-8.8%	No
Entergy → ETR	United States	$10.9bn	0.024%	-0.015 pp	-0.017 pp	-7.3%	No
Constellation Energy → CEG	United States	$31.4bn	0.068%	-0.017 pp	-0.006 pp	+47.8%	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.