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

Materials27.4%+25.10 pp Energy2.1%-0.32 pp Communication Services2.0%-0.81 pp Utilities2.0%-0.92 pp Real Estate1.6%-0.95 pp Industrials7.6%-2.27 pp Consumer Discretionary8.9%-2.59 pp Consumer Staples4.7%-2.85 pp Financials7.8%-4.44 pp Information Technology28.4%-4.69 pp Health Care7.4%-5.25 pp

2 · Industry

Inside Utilities

Electric Utilities1.05%-0.51 pp Multi-Utilities0.83%-0.35 pp Water Utilities0.03%-0.03 pp Gas Utilities0.04%-0.02 pp Independent Power Producers & Energy Traders0.06%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.05%-0.508 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.05%

Industry change · 12M

-0.51 pp

Electric Utilities · contribution

-0.508 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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	0.148%	-0.040 pp	-0.094 pp	+8.7%	No
Duke Energy → DUK	United States	$100.7bn	0.137%	-0.044 pp	-0.091 pp	+9.9%	No
Exelon → EXC	United States	$47.0bn	0.064%	-0.023 pp	-0.049 pp	+1.5%	No
Public Service Enterprise Group → PEG	United States	$40.7bn	0.055%	-0.023 pp	-0.041 pp	+5.5%	No
American Electric Power → AEP	United States	$74.2bn	0.101%	-0.022 pp	-0.038 pp	+30.8%	No
Vistra Corp. → VST	United States	$53.2bn	0.072%	-0.030 pp	-0.033 pp	+22.4%	No
WEC Energy Group → WEC	United States	$38.4bn	0.052%	-0.017 pp	-0.031 pp	+11.3%	No
PPL Corporation → PPL	United States	$28.1bn	0.038%	-0.013 pp	-0.027 pp	+5.8%	No
FirstEnergy → FE	United States	$27.5bn	0.037%	-0.015 pp	-0.022 pp	+15.3%	No
Eversource Energy → ES	United States	$26.5bn	0.036%	-0.014 pp	-0.016 pp	+24.4%	No
Constellation Energy → CEG	United States	$113.3bn	0.154%	-0.014 pp	-0.014 pp	+40.8%	No
Entergy → ETR	United States	$53.4bn	0.072%	-0.009 pp	-0.013 pp	+45.7%	No
Edison International → EIX	United States	$26.7bn	0.036%	-0.010 pp	-0.013 pp	+37.6%	No
Evergy → EVRG	United States	$19.1bn	0.026%	-0.008 pp	-0.012 pp	+24.4%	No
Alliant Energy → LNT	United States	$18.9bn	0.026%	-0.007 pp	-0.012 pp	+24.1%	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.