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%+4.19 pp Consumer Discretionary12.5%+1.15 pp Industrials10.5%+0.21 pp Real Estate2.8%-0.41 pp Materials2.8%-0.42 pp Communication Services2.8%-0.51 pp Utilities2.6%-0.62 pp Energy3.1%-0.63 pp Consumer Staples6.6%-0.85 pp Financials11.6%-1.05 pp Health Care15.5%-1.06 pp

2 · Industry

Inside Utilities

Multi-Utilities1.13%-0.33 pp Electric Utilities1.31%-0.24 pp Water Utilities0.07%-0.02 pp Independent Power Producers & Energy Traders0.06%-0.02 pp Gas Utilities0.05%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.31%-0.243 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.31%

Industry change · 12M

-0.24 pp

Electric Utilities · contribution

-0.243 pp

Company participation

14%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 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
Constellation Energy → CEG	United States	$53.3bn	0.153%	+0.032 pp	+0.067 pp	+126.9%	Yes
Duke Energy → DUK	United States	$70.8bn	0.203%	-0.019 pp	-0.052 pp	+1.8%	No
Exelon → EXC	United States	$35.8bn	0.103%	-0.017 pp	-0.039 pp	-8.9%	No
Eversource Energy → ES	United States	$20.5bn	0.059%	-0.006 pp	-0.034 pp	-19.0%	No
Southern Company → SO	United States	$73.4bn	0.210%	-0.031 pp	-0.031 pp	+11.0%	No
American Electric Power → AEP	United States	$44.8bn	0.128%	-0.002 pp	-0.030 pp	+1.0%	Yes
WEC Energy Group → WEC	United States	$24.8bn	0.071%	-0.011 pp	-0.027 pp	-8.1%	No
FirstEnergy → FE	United States	$21.0bn	0.060%	-0.006 pp	-0.019 pp	-3.3%	No
Public Service Enterprise Group → PEG	United States	$31.1bn	0.089%	-0.008 pp	-0.017 pp	+7.2%	No
Evergy → EVRG	United States	$11.4bn	0.033%	-0.004 pp	-0.015 pp	-11.9%	No
PPL Corporation → PPL	United States	$19.5bn	0.056%	-0.004 pp	-0.014 pp	+1.1%	No
Edison International → EIX	United States	$26.2bn	0.075%	-0.005 pp	-0.014 pp	+7.3%	No
Alliant Energy → LNT	United States	$12.2bn	0.035%	-0.005 pp	-0.010 pp	-3.5%	No
Entergy → ETR	United States	$10.8bn	0.031%	-0.002 pp	-0.007 pp	+3.2%	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.