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%+1.04 pp Financials11.9%+0.79 pp Consumer Discretionary12.0%+0.65 pp Industrials10.6%+0.56 pp Consumer Staples7.5%-0.03 pp Materials2.9%-0.23 pp Energy3.3%-0.30 pp Real Estate2.7%-0.32 pp Communication Services2.8%-0.43 pp Utilities2.7%-0.60 pp Health Care15.4%-1.13 pp

2 · Industry

Inside Utilities

Multi-Utilities1.17%-0.32 pp Electric Utilities1.33%-0.24 pp Water Utilities0.07%-0.02 pp Independent Power Producers & Energy Traders0.07%-0.01 pp Gas Utilities0.05%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.33%-0.243 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.33%

Industry change · 12M

-0.24 pp

Electric Utilities · contribution

-0.243 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$58.5bn	0.162%	+0.051 pp	+0.075 pp	+138.0%	Yes
Duke Energy → DUK	United States	$74.5bn	0.207%	-0.016 pp	-0.047 pp	+4.8%	No
Southern Company → SO	United States	$78.3bn	0.217%	-0.011 pp	-0.041 pp	+7.3%	No
Exelon → EXC	United States	$37.6bn	0.104%	-0.002 pp	-0.038 pp	-6.9%	No
Eversource Energy → ES	United States	$20.9bn	0.058%	-0.006 pp	-0.035 pp	-20.3%	No
American Electric Power → AEP	United States	$45.3bn	0.126%	-0.002 pp	-0.034 pp	-1.3%	No
WEC Energy Group → WEC	United States	$25.9bn	0.072%	-0.007 pp	-0.030 pp	-10.0%	No
Edison International → EIX	United States	$27.2bn	0.075%	-0.006 pp	-0.017 pp	+4.8%	No
FirstEnergy → FE	United States	$22.2bn	0.062%	-0.001 pp	-0.017 pp	+0.7%	No
Public Service Enterprise Group → PEG	United States	$33.3bn	0.092%	+0.001 pp	-0.014 pp	+11.0%	No
Evergy → EVRG	United States	$12.3bn	0.034%	-0.002 pp	-0.014 pp	-8.5%	No
PPL Corporation → PPL	United States	$20.3bn	0.056%	-0.003 pp	-0.014 pp	+2.9%	No
Alliant Energy → LNT	United States	$12.9bn	0.036%	-0.003 pp	-0.010 pp	-2.2%	No
Entergy → ETR	United States	$11.3bn	0.031%	-0.001 pp	-0.008 pp	+2.5%	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.