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 Technology21.1%+2.55 pp Health Care19.3%+2.41 pp Communication Services5.2%+1.68 pp Materials3.1%+0.58 pp Consumer Staples9.2%+0.20 pp Real Estate3.6%-0.03 pp Utilities3.7%-0.06 pp Consumer Discretionary6.5%-0.72 pp Energy2.5%-1.60 pp Industrials11.5%-2.34 pp Financials14.1%-2.68 pp

2 · Industry

Inside Utilities

Electric Utilities2.06%-0.04 pp Independent Power Producers & Energy Traders0.10%-0.03 pp Water Utilities0.12%+0.01 pp Gas Utilities0.07%+0.00 pp Multi-Utilities1.39%+0.00 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.39%+0.002 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Multi-Utilities · weight

1.39%

Industry change · 12M

+0.00 pp

Multi-Utilities · contribution

+0.002 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 2020 · 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
CenterPoint Energy → CNP	United States	$8.6bn	0.048%	-0.018 pp	-0.039 pp	-42.7%	Yes
NextEra Energy → NEE	United States	$28.3bn	0.158%	-0.003 pp	+0.029 pp	+21.6%	Yes
Xcel Energy → XEL	United States	$33.3bn	0.187%	+0.008 pp	+0.025 pp	+15.5%	Yes
Dominion Energy → D	United States	$64.6bn	0.362%	+0.014 pp	+0.015 pp	+3.7%	Yes
DTE Energy → DTE	United States	$17.0bn	0.095%	-0.007 pp	-0.014 pp	-14.6%	Yes
Pinnacle West Capital → PNW	United States	$8.7bn	0.048%	-0.006 pp	-0.011 pp	-17.2%	Yes
Consolidated Edison → ED	United States	$26.3bn	0.147%	-0.007 pp	-0.007 pp	-5.4%	Yes
NiSource → NI	United States	$9.6bn	0.054%	-0.000 pp	-0.004 pp	-7.0%	Yes
CMS Energy → CMS	United States	$16.3bn	0.091%	-0.004 pp	+0.004 pp	+5.4%	Yes
Sempra → SRE	United States	$18.1bn	0.101%	-0.010 pp	+0.004 pp	-0.2%	Yes
Ameren → AEE	United States	$17.9bn	0.100%	+0.001 pp	+0.001 pp	+2.5%	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.