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

Materials29.2%+26.88 pp Energy2.3%-0.54 pp Communication Services2.2%-0.64 pp Utilities2.1%-0.78 pp Real Estate1.6%-0.97 pp Industrials7.6%-2.18 pp Consumer Staples4.9%-2.47 pp Consumer Discretionary8.4%-3.06 pp Financials7.9%-4.65 pp Health Care8.0%-4.97 pp Information Technology25.9%-6.63 pp

2 · Industry

Inside Utilities

Electric Utilities1.11%-0.42 pp Multi-Utilities0.87%-0.31 pp Water Utilities0.04%-0.03 pp Gas Utilities0.04%-0.01 pp Independent Power Producers & Energy Traders0.06%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.11%-0.419 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.11%

Industry change · 12M

-0.42 pp

Electric Utilities · contribution

-0.419 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$108.0bn	0.157%	-0.031 pp	-0.082 pp	+8.4%	No
Duke Energy → DUK	United States	$101.8bn	0.148%	-0.030 pp	-0.077 pp	+11.2%	No
Public Service Enterprise Group → PEG	United States	$40.4bn	0.059%	-0.020 pp	-0.039 pp	+1.5%	No
Exelon → EXC	United States	$50.1bn	0.073%	-0.013 pp	-0.037 pp	+10.2%	No
American Electric Power → AEP	United States	$70.9bn	0.103%	-0.018 pp	-0.035 pp	+24.0%	No
WEC Energy Group → WEC	United States	$37.7bn	0.055%	-0.012 pp	-0.027 pp	+9.8%	No
PPL Corporation → PPL	United States	$28.7bn	0.042%	-0.009 pp	-0.022 pp	+9.2%	No
Vistra Corp. → VST	United States	$50.7bn	0.074%	-0.033 pp	-0.021 pp	+28.7%	No
Eversource Energy → ES	United States	$26.0bn	0.038%	-0.012 pp	-0.016 pp	+16.7%	No
Entergy → ETR	United States	$50.9bn	0.074%	-0.007 pp	-0.013 pp	+35.0%	No
Edison International → EIX	United States	$28.2bn	0.041%	-0.004 pp	-0.013 pp	+32.0%	No
FirstEnergy → FE	United States	$29.3bn	0.043%	-0.008 pp	-0.013 pp	+30.4%	No
Alliant Energy → LNT	United States	$18.5bn	0.027%	-0.006 pp	-0.012 pp	+15.1%	No
Evergy → EVRG	United States	$18.9bn	0.027%	-0.005 pp	-0.010 pp	+23.3%	No
Constellation Energy → CEG	United States	$101.1bn	0.147%	-0.069 pp	-0.003 pp	+39.2%	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.