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 Technology40.9%+4.04 pp Energy3.9%+1.55 pp Health Care10.6%+0.01 pp Communication Services2.3%-0.19 pp Materials2.0%-0.23 pp Real Estate1.9%-0.31 pp Industrials9.3%-0.48 pp Utilities2.2%-0.48 pp Consumer Staples5.5%-0.92 pp Consumer Discretionary10.8%-1.27 pp Financials10.5%-1.72 pp

2 · Industry

Inside Utilities

Electric Utilities1.17%-0.29 pp Multi-Utilities0.90%-0.14 pp Independent Power Producers & Energy Traders0.06%-0.02 pp Water Utilities0.05%-0.01 pp Gas Utilities0.05%-0.01 pp

3 · Sub-industry

Inside Electric Utilities

Electric Utilities1.17%-0.293 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Electric Utilities · weight

1.17%

Industry change · 12M

-0.29 pp

Electric Utilities · contribution

-0.293 pp

Company participation

20%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 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
Vistra Corp. → VST	United States	$46.1bn	0.077%	-0.017 pp	-0.056 pp	-27.0%	No
Southern Company → SO	United States	$99.2bn	0.165%	-0.015 pp	-0.045 pp	-1.5%	No
Duke Energy → DUK	United States	$93.5bn	0.156%	-0.010 pp	-0.042 pp	+1.3%	No
Constellation Energy → CEG	United States	$97.4bn	0.162%	-0.018 pp	-0.037 pp	-10.3%	Yes
Public Service Enterprise Group → PEG	United States	$36.5bn	0.061%	-0.007 pp	-0.024 pp	-8.0%	No
Exelon → EXC	United States	$44.7bn	0.074%	-0.006 pp	-0.017 pp	+2.8%	No
WEC Energy Group → WEC	United States	$34.6bn	0.058%	-0.005 pp	-0.013 pp	+3.1%	No
PPL Corporation → PPL	United States	$25.7bn	0.043%	-0.003 pp	-0.013 pp	-3.4%	No
American Electric Power → AEP	United States	$66.6bn	0.111%	-0.008 pp	-0.012 pp	+13.7%	No
Edison International → EIX	United States	$20.8bn	0.035%	-0.012 pp	-0.010 pp	+1.5%	No
FirstEnergy → FE	United States	$26.5bn	0.044%	-0.002 pp	-0.008 pp	+9.4%	No
Alliant Energy → LNT	United States	$17.6bn	0.029%	-0.003 pp	-0.005 pp	+7.7%	No
Eversource Energy → ES	United States	$26.4bn	0.044%	-0.000 pp	-0.005 pp	+14.5%	Yes
Evergy → EVRG	United States	$18.7bn	0.031%	-0.002 pp	-0.003 pp	+17.7%	Yes
Entergy → ETR	United States	$48.7bn	0.081%	-0.005 pp	-0.000 pp	+23.7%	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.