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 Technology38.2%+3.54 pp Financials11.8%+0.88 pp Consumer Discretionary12.1%+0.80 pp Industrials9.7%-0.00 pp Communication Services2.4%-0.05 pp Utilities2.7%-0.15 pp Energy2.3%-0.17 pp Materials2.1%-0.43 pp Real Estate2.2%-0.45 pp Consumer Staples6.2%-0.90 pp Health Care10.4%-3.06 pp

2 · Industry

Inside Utilities

Multi-Utilities1.05%-0.14 pp Water Utilities0.05%-0.01 pp Electric Utilities1.47%-0.01 pp Gas Utilities0.05%+0.00 pp Independent Power Producers & Energy Traders0.08%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.47%-0.005 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.47%

Industry change · 12M

-0.01 pp

Electric Utilities · contribution

-0.005 pp

Company participation

20%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 2025 · 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
Entergy → ETR	United States	$41.6bn	0.083%	+0.006 pp	+0.051 pp	+45.8%	Yes
Vistra Corp. → VST	United States	$66.4bn	0.133%	-0.009 pp	+0.038 pp	+66.2%	Yes
Edison International → EIX	United States	$21.3bn	0.043%	-0.000 pp	-0.036 pp	-33.2%	No
Southern Company → SO	United States	$104.3bn	0.209%	-0.009 pp	-0.021 pp	+8.6%	No
Public Service Enterprise Group → PEG	United States	$41.7bn	0.083%	-0.007 pp	-0.020 pp	-3.5%	No
Constellation Energy → CEG	United States	$102.8bn	0.206%	-0.012 pp	+0.017 pp	+27.3%	No
Duke Energy → DUK	United States	$96.2bn	0.193%	-0.005 pp	-0.015 pp	+11.3%	No
American Electric Power → AEP	United States	$60.2bn	0.120%	+0.001 pp	-0.007 pp	+13.7%	No
FirstEnergy → FE	United States	$26.5bn	0.053%	+0.003 pp	-0.006 pp	+7.7%	No
Eversource Energy → ES	United States	$26.4bn	0.053%	+0.002 pp	-0.004 pp	+9.7%	Yes
Exelon → EXC	United States	$45.5bn	0.091%	-0.004 pp	-0.003 pp	+15.2%	No
WEC Energy Group → WEC	United States	$36.9bn	0.074%	+0.002 pp	+0.003 pp	+23.3%	No
Evergy → EVRG	United States	$17.5bn	0.035%	+0.001 pp	+0.002 pp	+27.6%	No
PPL Corporation → PPL	United States	$27.5bn	0.055%	+0.001 pp	-0.002 pp	+15.9%	No
Alliant Energy → LNT	United States	$17.3bn	0.035%	+0.001 pp	-0.002 pp	+14.8%	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.