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 Technology29.9%+5.36 pp Consumer Discretionary12.3%+1.32 pp Materials2.8%-0.26 pp Communication Services2.9%-0.31 pp Industrials9.8%-0.31 pp Real Estate2.9%-0.32 pp Utilities2.9%-0.55 pp Energy3.3%-0.63 pp Consumer Staples6.8%-0.92 pp Financials11.2%-1.15 pp Health Care15.3%-2.24 pp

2 · Industry

Inside Utilities

Multi-Utilities1.27%-0.29 pp Electric Utilities1.39%-0.21 pp Independent Power Producers & Energy Traders0.07%-0.03 pp Water Utilities0.08%-0.01 pp Gas Utilities0.05%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.39%-0.213 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.39%

Industry change · 12M

-0.21 pp

Electric Utilities · contribution

-0.213 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$71.1bn	0.222%	+0.004 pp	-0.039 pp	-3.6%	Yes
American Electric Power → AEP	United States	$41.8bn	0.130%	+0.002 pp	-0.038 pp	-14.5%	Yes
Eversource Energy → ES	United States	$20.8bn	0.065%	-0.006 pp	-0.033 pp	-25.7%	Yes
WEC Energy Group → WEC	United States	$26.4bn	0.082%	-0.002 pp	-0.024 pp	-12.6%	Yes
Exelon → EXC	United States	$38.3bn	0.120%	-0.008 pp	-0.020 pp	-3.6%	Yes
FirstEnergy → FE	United States	$21.2bn	0.066%	+0.000 pp	-0.014 pp	-6.6%	Yes
Constellation Energy → CEG	United States	$38.7bn	0.121%	+0.014 pp	+0.014 pp	+27.5%	Yes
PPL Corporation → PPL	United States	$19.3bn	0.060%	+0.001 pp	-0.014 pp	-8.3%	Yes
Evergy → EVRG	United States	$11.7bn	0.037%	-0.004 pp	-0.010 pp	-9.9%	Yes
Southern Company → SO	United States	$77.4bn	0.241%	+0.006 pp	-0.009 pp	+9.2%	Yes
Alliant Energy → LNT	United States	$12.9bn	0.040%	-0.000 pp	-0.008 pp	-7.0%	Yes
Entergy → ETR	United States	$10.7bn	0.033%	+0.001 pp	-0.007 pp	-8.9%	Yes
Edison International → EIX	United States	$25.7bn	0.080%	-0.004 pp	-0.006 pp	+5.0%	Yes
Public Service Enterprise Group → PEG	United States	$31.1bn	0.097%	-0.000 pp	-0.006 pp	+7.0%	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.