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 Services4.9%+1.57 pp Materials2.8%+0.74 pp Utilities3.7%+0.31 pp Information Technology17.7%+0.29 pp Real Estate3.7%+0.14 pp Consumer Staples8.8%+0.03 pp Health Care16.9%-0.00 pp Consumer Discretionary7.0%-0.03 pp Industrials14.5%-0.19 pp Energy3.9%-1.21 pp Financials16.1%-1.65 pp

2 · Industry

Inside Utilities

Electric Utilities2.06%+0.20 pp Gas Utilities0.07%+0.07 pp Multi-Utilities1.38%+0.03 pp Water Utilities0.11%+0.02 pp Independent Power Producers & Energy Traders0.11%-0.00 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.38%+0.161 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.38%

Industry change · 12M

+0.03 pp

Multi-Utilities · contribution

+0.161 pp

Company participation

91%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$62.0bn	0.334%	-0.018 pp	+0.065 pp	+18.9%	Yes
Xcel Energy → XEL	United States	$30.6bn	0.165%	-0.001 pp	+0.024 pp	+34.1%	Yes
NextEra Energy → NEE	United States	$24.5bn	0.132%	-0.001 pp	+0.013 pp	+25.8%	Yes
CMS Energy → CMS	United States	$16.4bn	0.089%	-0.002 pp	+0.012 pp	+26.1%	Yes
DTE Energy → DTE	United States	$19.9bn	0.107%	-0.003 pp	+0.010 pp	+27.2%	Yes
Ameren → AEE	United States	$18.4bn	0.099%	-0.004 pp	+0.009 pp	+26.8%	Yes
Sempra → SRE	United States	$18.9bn	0.102%	+0.003 pp	+0.009 pp	+21.2%	Yes
Consolidated Edison → ED	United States	$28.7bn	0.155%	-0.002 pp	+0.008 pp	+16.6%	Yes
CenterPoint Energy → CNP	United States	$14.4bn	0.078%	-0.011 pp	+0.005 pp	+7.4%	No
NiSource → NI	United States	$10.7bn	0.058%	-0.003 pp	+0.004 pp	+12.9%	Yes
Pinnacle West Capital → PNW	United States	$10.6bn	0.057%	-0.005 pp	+0.002 pp	+20.8%	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.