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 Services5.2%+1.94 pp Materials2.8%+0.73 pp Information Technology17.9%+0.59 pp Utilities3.7%+0.30 pp Real Estate3.7%+0.26 pp Consumer Discretionary7.1%+0.24 pp Consumer Staples8.9%+0.13 pp Industrials14.4%-0.54 pp Health Care16.3%-0.95 pp Energy3.8%-1.22 pp Financials16.3%-1.49 pp

2 · Industry

Inside Utilities

Electric Utilities2.03%+0.21 pp Gas Utilities0.07%+0.07 pp Water Utilities0.11%+0.02 pp Multi-Utilities1.34%+0.01 pp Independent Power Producers & Energy Traders0.11%-0.00 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.34%+0.141 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.34%

Industry change · 12M

+0.01 pp

Multi-Utilities · contribution

+0.141 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$59.6bn	0.317%	-0.030 pp	+0.044 pp	+8.6%	No
Xcel Energy → XEL	United States	$30.7bn	0.163%	+0.001 pp	+0.024 pp	+31.0%	No
NextEra Energy → NEE	United States	$24.8bn	0.132%	+0.002 pp	+0.017 pp	+26.9%	No
Ameren → AEE	United States	$18.6bn	0.099%	-0.000 pp	+0.011 pp	+25.2%	No
Sempra → SRE	United States	$18.6bn	0.099%	+0.001 pp	+0.010 pp	+20.8%	No
CMS Energy → CMS	United States	$16.5bn	0.088%	+0.000 pp	+0.008 pp	+24.0%	No
DTE Energy → DTE	United States	$19.8bn	0.106%	-0.004 pp	+0.008 pp	+20.8%	No
NiSource → NI	United States	$11.1bn	0.059%	+0.001 pp	+0.007 pp	+16.8%	No
CenterPoint Energy → CNP	United States	$14.6bn	0.078%	-0.009 pp	+0.006 pp	+5.9%	No
Consolidated Edison → ED	United States	$27.8bn	0.148%	-0.006 pp	+0.005 pp	+11.6%	No
Pinnacle West Capital → PNW	United States	$10.2bn	0.055%	-0.005 pp	+0.002 pp	+17.2%	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.