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 Discretionary52.2%+52.24 pp Information Technology13.5%+13.45 pp Health Care8.1%+8.05 pp Financials7.4%+7.34 pp Industrials6.6%+6.58 pp Consumer Staples3.8%+3.78 pp Communication Services2.4%+2.43 pp Materials1.7%+1.66 pp Real Estate1.5%+1.53 pp Energy1.2%+1.20 pp Utilities1.7%-98.26 pp

2 · Industry

Inside Utilities

Electric Utilities0.79%-99.13 pp Multi-Utilities0.75%+0.75 pp Water Utilities0.05%+0.05 pp Independent Power Producers & Energy Traders0.05%+0.05 pp Gas Utilities0.02%+0.02 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.75%+0.746 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.75%

Industry change · 12M

+0.75 pp

Multi-Utilities · contribution

+0.746 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 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	$148.2bn	0.290%	+0.137 pp	+0.290 pp	+28.3%	Yes
Dominion Energy → D	United States	$61.2bn	0.120%	-0.129 pp	+0.119 pp	+9.5%	No
Xcel Energy → XEL	United States	$35.8bn	0.070%	-0.072 pp	+0.070 pp	+13.3%	No
Consolidated Edison → ED	United States	$25.6bn	0.050%	-0.048 pp	+0.050 pp	-0.1%	No
DTE Energy → DTE	United States	$22.0bn	0.043%	-0.038 pp	+0.043 pp	+45.3%	No
Ameren → AEE	United States	$20.6bn	0.040%	-0.038 pp	+0.040 pp	+14.7%	No
Sempra → SRE	United States	$20.1bn	0.039%	-0.035 pp	+0.039 pp	+21.5%	No
CMS Energy → CMS	United States	$17.7bn	0.035%	-0.036 pp	+0.035 pp	+7.2%	No
CenterPoint Energy → CNP	United States	$12.5bn	0.024%	-0.023 pp	+0.024 pp	+51.0%	No
NiSource → NI	United States	$9.4bn	0.018%	-0.017 pp	+0.018 pp	+0.0%	No
Pinnacle West Capital → PNW	United States	$9.2bn	0.018%	-0.019 pp	+0.018 pp	+11.8%	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.