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

Information Technology28.3%+2.98 pp Consumer Discretionary12.3%+1.34 pp Industrials9.9%+0.26 pp Energy3.7%+0.18 pp Materials2.9%-0.09 pp Communication Services2.9%-0.40 pp Real Estate2.8%-0.49 pp Utilities2.8%-0.68 pp Consumer Staples7.1%-0.72 pp Financials11.1%-0.86 pp Health Care16.2%-1.52 pp

2 · Industry

Inside Utilities

Multi-Utilities1.23%-0.33 pp Electric Utilities1.40%-0.31 pp Independent Power Producers & Energy Traders0.06%-0.03 pp Water Utilities0.08%-0.01 pp Gas Utilities0.05%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.40%-0.306 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.40%

Industry change · 12M

-0.31 pp

Electric Utilities · contribution

-0.306 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 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	$68.0bn	0.227%	+0.067 pp	-0.054 pp	-1.1%	Yes
Southern Company → SO	United States	$70.6bn	0.236%	+0.059 pp	-0.048 pp	-0.9%	Yes
American Electric Power → AEP	United States	$38.8bn	0.129%	+0.029 pp	-0.045 pp	-9.6%	Yes
Eversource Energy → ES	United States	$20.3bn	0.068%	+0.011 pp	-0.038 pp	-22.7%	Yes
WEC Energy Group → WEC	United States	$25.4bn	0.085%	+0.020 pp	-0.026 pp	-6.8%	Yes
Exelon → EXC	United States	$37.6bn	0.126%	+0.032 pp	-0.019 pp	+4.4%	Yes
FirstEnergy → FE	United States	$19.6bn	0.065%	+0.014 pp	-0.018 pp	-3.8%	Yes
Public Service Enterprise Group → PEG	United States	$28.4bn	0.095%	+0.023 pp	-0.015 pp	+5.1%	Yes
PPL Corporation → PPL	United States	$17.4bn	0.058%	+0.013 pp	-0.015 pp	-3.7%	Yes
Evergy → EVRG	United States	$11.6bn	0.039%	+0.008 pp	-0.015 pp	-11.0%	Yes
Alliant Energy → LNT	United States	$12.2bn	0.041%	+0.010 pp	-0.011 pp	-5.5%	Yes
Constellation Energy → CEG	United States	$35.1bn	0.117%	+0.048 pp	+0.010 pp	+32.6%	Yes
Entergy → ETR	United States	$9.8bn	0.033%	+0.009 pp	-0.008 pp	-4.2%	Yes
Edison International → EIX	United States	$24.3bn	0.081%	+0.019 pp	-0.004 pp	+16.9%	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.