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

Materials30.1%+27.83 pp Energy2.0%-0.58 pp Communication Services2.1%-0.59 pp Utilities2.1%-0.66 pp Real Estate1.6%-0.88 pp Industrials7.7%-1.89 pp Consumer Staples4.9%-2.28 pp Consumer Discretionary8.4%-3.45 pp Health Care8.2%-4.24 pp Financials7.7%-4.88 pp Information Technology25.3%-8.39 pp

2 · Industry

Inside Utilities

Electric Utilities1.09%-0.36 pp Multi-Utilities0.83%-0.26 pp Water Utilities0.04%-0.02 pp Gas Utilities0.04%-0.01 pp Independent Power Producers & Energy Traders0.07%+0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.09%-0.364 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.09%

Industry change · 12M

-0.36 pp

Electric Utilities · contribution

-0.364 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2026 · 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
Southern Company → SO	United States	$109.0bn	0.150%	-0.047 pp	-0.071 pp	+12.0%	No
Duke Energy → DUK	United States	$101.8bn	0.140%	-0.050 pp	-0.064 pp	+15.3%	No
Public Service Enterprise Group → PEG	United States	$42.9bn	0.059%	-0.023 pp	-0.032 pp	+9.5%	No
Exelon → EXC	United States	$50.6bn	0.069%	-0.024 pp	-0.030 pp	+14.9%	No
American Electric Power → AEP	United States	$72.4bn	0.099%	-0.031 pp	-0.027 pp	+30.4%	No
WEC Energy Group → WEC	United States	$38.1bn	0.052%	-0.019 pp	-0.024 pp	+13.3%	No
Vistra Corp. → VST	United States	$58.6bn	0.080%	-0.039 pp	-0.021 pp	+30.8%	No
PPL Corporation → PPL	United States	$29.3bn	0.040%	-0.013 pp	-0.018 pp	+14.3%	No
Entergy → ETR	United States	$48.5bn	0.067%	-0.019 pp	-0.017 pp	+26.0%	No
Eversource Energy → ES	United States	$28.6bn	0.039%	-0.010 pp	-0.012 pp	+26.7%	No
Alliant Energy → LNT	United States	$18.6bn	0.026%	-0.010 pp	-0.012 pp	+15.7%	No
Constellation Energy → CEG	United States	$119.4bn	0.164%	-0.060 pp	-0.011 pp	+32.4%	No
FirstEnergy → FE	United States	$29.6bn	0.041%	-0.014 pp	-0.009 pp	+37.3%	No
Evergy → EVRG	United States	$19.3bn	0.026%	-0.009 pp	-0.009 pp	+26.2%	No
Edison International → EIX	United States	$28.8bn	0.039%	-0.005 pp	-0.007 pp	+45.9%	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.