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

Materials34.0%+1.88 pp Financials8.2%+0.50 pp Consumer Staples5.1%+0.15 pp Industrials7.1%+0.09 pp Utilities2.0%-0.12 pp Real Estate1.9%-0.15 pp Communication Services1.8%-0.15 pp Energy2.0%-0.39 pp Information Technology19.8%-0.42 pp Consumer Discretionary8.2%-0.48 pp Health Care10.0%-0.91 pp

2 · Industry

Inside Utilities

Multi-Utilities0.85%-0.10 pp Water Utilities0.05%-0.01 pp Gas Utilities0.03%-0.00 pp Electric Utilities1.00%-0.00 pp Independent Power Producers & Energy Traders0.05%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.00%-0.003 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.00%

Industry change · 12M

-0.00 pp

Electric Utilities · contribution

-0.003 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$27.5bn	0.049%	+0.049 pp	+0.049 pp	+187.4%	Yes
Constellation Energy → CEG	United States	$59.8bn	0.107%	-0.063 pp	+0.039 pp	+98.1%	No
Exelon → EXC	United States	$37.2bn	0.067%	-0.042 pp	-0.024 pp	-7.6%	No
Eversource Energy → ES	United States	$22.9bn	0.041%	-0.020 pp	-0.014 pp	-6.1%	No
WEC Energy Group → WEC	United States	$27.2bn	0.049%	-0.027 pp	-0.013 pp	-0.4%	No
Southern Company → SO	United States	$91.3bn	0.164%	-0.069 pp	-0.008 pp	+20.2%	No
Evergy → EVRG	United States	$13.3bn	0.024%	-0.011 pp	-0.006 pp	+1.5%	No
Duke Energy → DUK	United States	$84.3bn	0.151%	-0.068 pp	-0.006 pp	+22.0%	No
FirstEnergy → FE	United States	$24.1bn	0.043%	-0.021 pp	-0.006 pp	+11.2%	No
PPL Corporation → PPL	United States	$21.9bn	0.039%	-0.019 pp	-0.005 pp	+12.1%	No
Edison International → EIX	United States	$30.9bn	0.055%	-0.024 pp	-0.005 pp	+16.3%	No
Alliant Energy → LNT	United States	$14.3bn	0.026%	-0.011 pp	-0.004 pp	+7.5%	No
Public Service Enterprise Group → PEG	United States	$39.7bn	0.071%	-0.028 pp	+0.003 pp	+31.0%	No
American Electric Power → AEP	United States	$52.2bn	0.094%	-0.038 pp	-0.002 pp	+20.9%	No
Entergy → ETR	United States	$12.4bn	0.022%	-0.011 pp	-0.001 pp	+18.1%	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.