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 Technology39.6%+4.74 pp Consumer Discretionary12.3%+1.05 pp Utilities2.7%-0.15 pp Financials11.2%-0.18 pp Industrials9.5%-0.27 pp Energy2.2%-0.34 pp Communication Services2.1%-0.37 pp Real Estate2.1%-0.48 pp Materials2.0%-0.52 pp Consumer Staples5.9%-1.08 pp Health Care10.5%-2.40 pp

2 · Industry

Inside Utilities

Multi-Utilities1.06%-0.14 pp Water Utilities0.05%-0.01 pp Electric Utilities1.47%-0.01 pp Independent Power Producers & Energy Traders0.08%+0.01 pp Gas Utilities0.05%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.47%-0.013 pp

Concentrated

Most of this industry's losses came from a few companies.

View all contributions →

Electric Utilities · weight

1.47%

Industry change · 12M

-0.01 pp

Electric Utilities · contribution

-0.013 pp

Company participation

33%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$42.9bn	0.084%	+0.002 pp	+0.045 pp	+27.8%	Yes
Constellation Energy → CEG	United States	$117.8bn	0.231%	+0.001 pp	+0.037 pp	+44.2%	Yes
Edison International → EIX	United States	$21.3bn	0.042%	-0.001 pp	-0.033 pp	-28.9%	No
Southern Company → SO	United States	$103.5bn	0.203%	-0.016 pp	-0.032 pp	+6.8%	No
Public Service Enterprise Group → PEG	United States	$40.2bn	0.079%	-0.016 pp	-0.026 pp	-7.1%	No
Vistra Corp. → VST	United States	$63.8bn	0.125%	-0.024 pp	+0.024 pp	+51.5%	No
Duke Energy → DUK	United States	$96.7bn	0.189%	-0.010 pp	-0.020 pp	+11.8%	No
FirstEnergy → FE	United States	$26.5bn	0.052%	-0.000 pp	-0.005 pp	+14.2%	No
PPL Corporation → PPL	United States	$27.0bn	0.053%	-0.003 pp	-0.004 pp	+15.8%	No
American Electric Power → AEP	United States	$64.4bn	0.126%	-0.001 pp	+0.003 pp	+26.3%	Yes
Alliant Energy → LNT	United States	$17.2bn	0.034%	-0.002 pp	-0.003 pp	+15.0%	No
Evergy → EVRG	United States	$17.7bn	0.035%	+0.000 pp	+0.002 pp	+32.3%	Yes
Eversource Energy → ES	United States	$27.4bn	0.054%	+0.002 pp	-0.002 pp	+17.6%	Yes
Exelon → EXC	United States	$46.6bn	0.091%	-0.004 pp	-0.002 pp	+21.8%	No
WEC Energy Group → WEC	United States	$36.3bn	0.071%	-0.002 pp	+0.000 pp	+21.0%	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.