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 Technology39.9%+2.38 pp Energy2.7%+0.38 pp Health Care10.6%+0.37 pp Materials2.0%-0.11 pp Industrials9.9%-0.12 pp Real Estate2.1%-0.17 pp Communication Services2.2%-0.23 pp Utilities2.5%-0.34 pp Consumer Discretionary11.3%-0.38 pp Consumer Staples5.9%-0.60 pp Financials10.9%-1.19 pp

2 · Industry

Inside Utilities

Electric Utilities1.28%-0.26 pp Multi-Utilities1.01%-0.05 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Water Utilities0.05%-0.01 pp Gas Utilities0.05%-0.00 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.28%-0.257 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.28%

Industry change · 12M

-0.26 pp

Electric Utilities · contribution

-0.257 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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
Constellation Energy → CEG	United States	$94.9bn	0.166%	+0.012 pp	-0.064 pp	-24.1%	Yes
Vistra Corp. → VST	United States	$50.0bn	0.087%	+0.015 pp	-0.062 pp	-28.6%	Yes
Southern Company → SO	United States	$106.6bn	0.186%	+0.038 pp	-0.033 pp	+3.3%	Yes
Duke Energy → DUK	United States	$97.8bn	0.171%	+0.034 pp	-0.029 pp	+6.7%	Yes
Public Service Enterprise Group → PEG	United States	$38.2bn	0.067%	+0.011 pp	-0.028 pp	-11.8%	Yes
Exelon → EXC	United States	$46.9bn	0.082%	+0.018 pp	-0.014 pp	+5.6%	Yes
WEC Energy Group → WEC	United States	$35.6bn	0.062%	+0.010 pp	-0.011 pp	+3.7%	Yes
PPL Corporation → PPL	United States	$26.5bn	0.046%	+0.008 pp	-0.009 pp	+1.8%	Yes
Edison International → EIX	United States	$28.2bn	0.049%	+0.013 pp	+0.007 pp	+48.5%	Yes
American Electric Power → AEP	United States	$69.6bn	0.121%	+0.021 pp	-0.006 pp	+16.6%	Yes
Eversource Energy → ES	United States	$26.9bn	0.047%	+0.011 pp	-0.004 pp	+13.3%	Yes
Entergy → ETR	United States	$49.3bn	0.086%	+0.014 pp	+0.004 pp	+22.1%	Yes
Alliant Energy → LNT	United States	$18.3bn	0.032%	+0.006 pp	-0.003 pp	+12.3%	Yes
FirstEnergy → FE	United States	$27.9bn	0.049%	+0.011 pp	-0.003 pp	+17.7%	Yes
Evergy → EVRG	United States	$19.1bn	0.033%	+0.008 pp	-0.001 pp	+21.4%	Yes

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.