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

Information Technology17.9%+8.09 pp Financials16.2%+6.66 pp Health Care16.5%+6.53 pp Industrials13.4%+5.79 pp Consumer Staples9.0%+3.80 pp Communication Services5.3%+3.36 pp Materials3.2%+2.13 pp Real Estate3.8%+1.85 pp Utilities3.9%+1.83 pp Energy3.5%+1.02 pp Consumer Discretionary7.1%-41.06 pp

2 · Industry

Inside Utilities

Electric Utilities2.16%+1.03 pp Multi-Utilities1.42%+0.63 pp Gas Utilities0.07%+0.07 pp Water Utilities0.12%+0.06 pp Independent Power Producers & Energy Traders0.11%+0.04 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.42%+0.711 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.42%

Industry change · 12M

+0.63 pp

Multi-Utilities · contribution

+0.711 pp

Company participation

45%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$66.3bn	0.346%	+0.028 pp	+0.187 pp	+21.2%	Yes
Xcel Energy → XEL	United States	$33.3bn	0.174%	+0.010 pp	+0.088 pp	+33.3%	Yes
NextEra Energy → NEE	United States	$29.1bn	0.152%	+0.020 pp	+0.082 pp	+41.6%	Yes
Consolidated Edison → ED	United States	$30.6bn	0.160%	+0.012 pp	+0.080 pp	+25.7%	Yes
Sempra → SRE	United States	$19.8bn	0.103%	+0.005 pp	+0.052 pp	+35.2%	No
CMS Energy → CMS	United States	$18.1bn	0.095%	+0.007 pp	+0.047 pp	+33.6%	Yes
Ameren → AEE	United States	$19.1bn	0.100%	+0.001 pp	+0.046 pp	+23.5%	No
DTE Energy → DTE	United States	$19.9bn	0.104%	-0.002 pp	+0.045 pp	+16.8%	No
CenterPoint Energy → CNP	United States	$14.6bn	0.076%	-0.001 pp	+0.037 pp	+11.9%	No
Pinnacle West Capital → PNW	United States	$10.6bn	0.055%	+0.001 pp	+0.024 pp	+17.3%	No
NiSource → NI	United States	$10.5bn	0.055%	-0.004 pp	+0.023 pp	+13.8%	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.