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 Technology29.7%+5.20 pp Consumer Discretionary11.9%+0.62 pp Industrials10.2%+0.09 pp Communication Services2.9%-0.50 pp Real Estate2.8%-0.52 pp Materials2.7%-0.53 pp Utilities2.7%-0.66 pp Consumer Staples6.7%-0.73 pp Energy3.1%-0.73 pp Financials11.7%-0.96 pp Health Care15.6%-1.28 pp

2 · Industry

Inside Utilities

Electric Utilities1.30%-0.31 pp Multi-Utilities1.20%-0.30 pp Water Utilities0.07%-0.03 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Gas Utilities0.05%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.30%-0.306 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.30%

Industry change · 12M

-0.31 pp

Electric Utilities · contribution

-0.306 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2024 · 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	$73.9bn	0.220%	-0.013 pp	-0.050 pp	-2.3%	No
American Electric Power → AEP	United States	$41.1bn	0.122%	-0.010 pp	-0.043 pp	-13.4%	No
Eversource Energy → ES	United States	$18.9bn	0.056%	-0.008 pp	-0.042 pp	-31.5%	No
Exelon → EXC	United States	$34.7bn	0.103%	-0.029 pp	-0.040 pp	-14.5%	No
Southern Company → SO	United States	$75.8bn	0.225%	-0.024 pp	-0.027 pp	+6.9%	No
WEC Energy Group → WEC	United States	$25.5bn	0.076%	-0.012 pp	-0.026 pp	-11.0%	No
Constellation Energy → CEG	United States	$39.0bn	0.116%	-0.008 pp	+0.020 pp	+44.7%	Yes
Public Service Enterprise Group → PEG	United States	$28.9bn	0.086%	-0.019 pp	-0.020 pp	-2.8%	No
FirstEnergy → FE	United States	$21.0bn	0.063%	-0.007 pp	-0.018 pp	-6.6%	No
PPL Corporation → PPL	United States	$19.3bn	0.057%	-0.004 pp	-0.017 pp	-8.2%	No
Evergy → EVRG	United States	$11.7bn	0.035%	-0.004 pp	-0.015 pp	-15.3%	No
Edison International → EIX	United States	$25.9bn	0.077%	-0.005 pp	-0.013 pp	+2.3%	No
Alliant Energy → LNT	United States	$12.4bn	0.037%	-0.005 pp	-0.009 pp	-6.7%	No
Entergy → ETR	United States	$10.5bn	0.031%	-0.003 pp	-0.006 pp	-3.8%	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.