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

Materials33.4%+3.81 pp Industrials7.3%+0.36 pp Financials8.1%+0.32 pp Consumer Staples5.3%-0.02 pp Energy2.2%-0.17 pp Utilities2.1%-0.18 pp Communication Services1.9%-0.26 pp Real Estate1.8%-0.32 pp Consumer Discretionary7.9%-0.56 pp Health Care10.3%-1.48 pp Information Technology19.7%-1.49 pp

2 · Industry

Inside Utilities

Multi-Utilities0.91%-0.13 pp Electric Utilities1.06%-0.03 pp Water Utilities0.05%-0.02 pp Independent Power Producers & Energy Traders0.06%+0.01 pp Gas Utilities0.03%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.06%-0.030 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.06%

Industry change · 12M

-0.03 pp

Electric Utilities · contribution

-0.030 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 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
Vistra Corp. → VST	United States	$34.4bn	0.066%	+0.066 pp	+0.066 pp	+323.2%	Yes
Constellation Energy → CEG	United States	$68.5bn	0.131%	-0.022 pp	+0.064 pp	+160.8%	No
Exelon → EXC	United States	$37.6bn	0.072%	-0.031 pp	-0.026 pp	-1.5%	No
Southern Company → SO	United States	$87.6bn	0.167%	-0.043 pp	-0.020 pp	+19.6%	No
Eversource Energy → ES	United States	$20.9bn	0.040%	-0.019 pp	-0.020 pp	-10.5%	No
WEC Energy Group → WEC	United States	$25.6bn	0.049%	-0.022 pp	-0.019 pp	-3.5%	No
Duke Energy → DUK	United States	$79.9bn	0.153%	-0.050 pp	-0.017 pp	+21.2%	No
American Electric Power → AEP	United States	$47.6bn	0.091%	-0.038 pp	-0.015 pp	+13.3%	No
Evergy → EVRG	United States	$12.6bn	0.024%	-0.009 pp	-0.009 pp	-0.9%	No
FirstEnergy → FE	United States	$23.2bn	0.044%	-0.016 pp	-0.009 pp	+12.5%	No
Edison International → EIX	United States	$29.6bn	0.057%	-0.018 pp	-0.007 pp	+19.0%	No
Alliant Energy → LNT	United States	$13.2bn	0.025%	-0.010 pp	-0.007 pp	+3.8%	No
PPL Corporation → PPL	United States	$21.6bn	0.041%	-0.014 pp	-0.006 pp	+16.2%	No
Entergy → ETR	United States	$12.0bn	0.023%	-0.008 pp	-0.003 pp	+19.8%	No
Public Service Enterprise Group → PEG	United States	$37.7bn	0.072%	-0.017 pp	-0.002 pp	+31.6%	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.