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›Multi-Utilities›Multi-Utilities

1 · Sector

Weight and 12M allocation change

Communication Services5.0%+1.82 pp Consumer Staples9.1%+0.76 pp Materials2.8%+0.64 pp Utilities3.9%+0.57 pp Health Care17.2%+0.54 pp Real Estate3.9%+0.51 pp Consumer Discretionary7.0%-0.07 pp Information Technology17.6%-0.07 pp Energy3.9%-1.29 pp Financials16.3%-1.64 pp Industrials13.4%-1.77 pp

2 · Industry

Inside Utilities

Electric Utilities2.15%+0.34 pp Multi-Utilities1.45%+0.14 pp Gas Utilities0.07%+0.07 pp Water Utilities0.12%+0.03 pp Independent Power Producers & Energy Traders0.11%-0.00 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.45%+0.271 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.45%

Industry change · 12M

+0.14 pp

Multi-Utilities · contribution

+0.271 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2019 · 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
Dominion Energy → D	United States	$60.3bn	0.351%	+0.008 pp	+0.097 pp	+21.3%	Yes
Xcel Energy → XEL	United States	$29.5bn	0.172%	+0.008 pp	+0.031 pp	+30.0%	Yes
Consolidated Edison → ED	United States	$28.2bn	0.164%	+0.011 pp	+0.020 pp	+16.6%	Yes
Sempra → SRE	United States	$18.0bn	0.105%	+0.009 pp	+0.020 pp	+27.4%	Yes
NextEra Energy → NEE	United States	$23.7bn	0.138%	+0.008 pp	+0.020 pp	+23.5%	Yes
DTE Energy → DTE	United States	$19.6bn	0.114%	+0.003 pp	+0.018 pp	+26.5%	Yes
CMS Energy → CMS	United States	$15.9bn	0.093%	+0.003 pp	+0.018 pp	+25.2%	Yes
Ameren → AEE	United States	$18.0bn	0.105%	+0.004 pp	+0.017 pp	+27.5%	Yes
CenterPoint Energy → CNP	United States	$14.3bn	0.083%	-0.004 pp	+0.015 pp	+13.1%	Yes
NiSource → NI	United States	$10.4bn	0.061%	+0.002 pp	+0.009 pp	+13.4%	Yes
Pinnacle West Capital → PNW	United States	$10.5bn	0.061%	+0.000 pp	+0.007 pp	+22.0%	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.