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

Consumer Discretionary53.6%+53.57 pp Information Technology13.3%+13.32 pp Health Care7.9%+7.89 pp Financials7.2%+7.19 pp Industrials6.2%+6.17 pp Consumer Staples3.6%+3.57 pp Communication Services2.4%+2.43 pp Materials1.6%+1.59 pp Real Estate1.5%+1.47 pp Energy1.2%+1.18 pp Utilities1.5%-98.38 pp

2 · Industry

Inside Utilities

Electric Utilities0.72%-99.20 pp Multi-Utilities0.70%+0.70 pp Independent Power Producers & Energy Traders0.05%+0.05 pp Water Utilities0.05%+0.05 pp Gas Utilities0.02%+0.02 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.70%+0.699 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.70%

Industry change · 12M

+0.70 pp

Multi-Utilities · contribution

+0.699 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2021 · 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
NextEra Energy → NEE	United States	$144.0bn	0.288%	+0.135 pp	+0.288 pp	+18.7%	Yes
Dominion Energy → D	United States	$55.0bn	0.110%	-0.162 pp	+0.110 pp	-9.9%	No
Xcel Energy → XEL	United States	$31.5bn	0.063%	-0.087 pp	+0.063 pp	-3.5%	No
Consolidated Edison → ED	United States	$22.5bn	0.045%	-0.064 pp	+0.045 pp	-13.2%	No
DTE Energy → DTE	United States	$19.4bn	0.039%	-0.049 pp	+0.039 pp	+9.5%	No
Ameren → AEE	United States	$17.8bn	0.036%	-0.046 pp	+0.036 pp	-8.8%	No
Sempra → SRE	United States	$17.5bn	0.035%	-0.043 pp	+0.035 pp	-14.0%	No
CMS Energy → CMS	United States	$15.6bn	0.031%	-0.044 pp	+0.031 pp	-7.9%	No
CenterPoint Energy → CNP	United States	$10.7bn	0.021%	-0.032 pp	+0.021 pp	-13.0%	No
NiSource → NI	United States	$8.5bn	0.017%	-0.022 pp	+0.017 pp	-17.2%	No
Pinnacle West Capital → PNW	United States	$7.9bn	0.016%	-0.023 pp	+0.016 pp	-18.6%	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.