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

Materials32.5%+2.94 pp Financials8.1%+0.31 pp Consumer Staples5.2%+0.08 pp Industrials7.1%-0.13 pp Information Technology20.9%-0.23 pp Utilities1.9%-0.23 pp Energy2.1%-0.24 pp Communication Services1.8%-0.26 pp Real Estate1.8%-0.29 pp Consumer Discretionary8.2%-0.72 pp Health Care10.3%-1.24 pp

2 · Industry

Inside Utilities

Multi-Utilities0.83%-0.15 pp Electric Utilities0.98%-0.05 pp Water Utilities0.05%-0.02 pp Gas Utilities0.03%-0.01 pp Independent Power Producers & Energy Traders0.05%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities0.98%-0.054 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

0.98%

Industry change · 12M

-0.05 pp

Electric Utilities · contribution

-0.054 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$29.9bn	0.056%	+0.056 pp	+0.056 pp	+233.4%	Yes
Constellation Energy → CEG	United States	$63.1bn	0.118%	-0.044 pp	+0.050 pp	+120.6%	No
Exelon → EXC	United States	$34.6bn	0.065%	-0.039 pp	-0.029 pp	-11.7%	No
Eversource Energy → ES	United States	$20.0bn	0.037%	-0.021 pp	-0.020 pp	-16.3%	No
Southern Company → SO	United States	$84.8bn	0.159%	-0.058 pp	-0.018 pp	+14.9%	No
WEC Energy Group → WEC	United States	$24.8bn	0.046%	-0.025 pp	-0.018 pp	-7.5%	No
Duke Energy → DUK	United States	$77.4bn	0.145%	-0.062 pp	-0.015 pp	+16.7%	No
American Electric Power → AEP	United States	$46.2bn	0.087%	-0.039 pp	-0.014 pp	+8.8%	No
FirstEnergy → FE	United States	$22.0bn	0.041%	-0.020 pp	-0.010 pp	+2.9%	No
Edison International → EIX	United States	$27.6bn	0.052%	-0.024 pp	-0.010 pp	+8.1%	No
Evergy → EVRG	United States	$12.2bn	0.023%	-0.011 pp	-0.008 pp	-4.9%	No
PPL Corporation → PPL	United States	$20.4bn	0.038%	-0.018 pp	-0.007 pp	+8.5%	No
Alliant Energy → LNT	United States	$13.0bn	0.024%	-0.011 pp	-0.006 pp	+0.7%	No
Public Service Enterprise Group → PEG	United States	$36.7bn	0.069%	-0.024 pp	-0.003 pp	+22.0%	No
Entergy → ETR	United States	$11.4bn	0.021%	-0.010 pp	-0.002 pp	+15.0%	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.