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 Technology29.3%+5.56 pp Consumer Discretionary12.4%+2.29 pp Industrials10.4%-0.00 pp Real Estate2.9%-0.24 pp Materials2.8%-0.35 pp Communication Services2.8%-0.37 pp Energy3.2%-0.82 pp Utilities2.8%-0.82 pp Financials11.5%-0.88 pp Consumer Staples6.6%-1.31 pp Health Care15.2%-3.03 pp

2 · Industry

Inside Utilities

Multi-Utilities1.25%-0.40 pp Electric Utilities1.34%-0.38 pp Water Utilities0.08%-0.02 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Gas Utilities0.05%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.34%-0.376 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.34%

Industry change · 12M

-0.38 pp

Electric Utilities · contribution

-0.376 pp

Company participation

57%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 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	$74.8bn	0.223%	-0.004 pp	-0.063 pp	-1.6%	Yes
Southern Company → SO	United States	$76.5bn	0.228%	-0.008 pp	-0.052 pp	+2.2%	Yes
American Electric Power → AEP	United States	$42.7bn	0.127%	-0.002 pp	-0.049 pp	-11.0%	Yes
Exelon → EXC	United States	$35.7bn	0.107%	-0.019 pp	-0.048 pp	-14.0%	No
Eversource Energy → ES	United States	$21.6bn	0.064%	-0.003 pp	-0.041 pp	-23.4%	No
WEC Energy Group → WEC	United States	$26.6bn	0.079%	-0.006 pp	-0.028 pp	-7.0%	No
FirstEnergy → FE	United States	$21.0bn	0.063%	-0.003 pp	-0.024 pp	-8.9%	No
Public Service Enterprise Group → PEG	United States	$30.5bn	0.091%	-0.004 pp	-0.019 pp	+3.6%	No
PPL Corporation → PPL	United States	$20.0bn	0.060%	+0.002 pp	-0.018 pp	-3.8%	Yes
Evergy → EVRG	United States	$12.0bn	0.036%	-0.003 pp	-0.016 pp	-13.3%	No
Alliant Energy → LNT	United States	$13.1bn	0.039%	-0.002 pp	-0.011 pp	-3.8%	Yes
Constellation Energy → CEG	United States	$37.3bn	0.111%	-0.006 pp	+0.010 pp	+37.2%	Yes
Entergy → ETR	United States	$10.7bn	0.032%	-0.001 pp	-0.009 pp	-6.1%	Yes
Edison International → EIX	United States	$27.4bn	0.082%	+0.001 pp	-0.006 pp	+17.4%	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.