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 Technology26.9%+26.90 pp Health Care15.8%+15.74 pp Industrials12.3%+12.31 pp Consumer Discretionary7.4%+7.35 pp Consumer Staples7.1%+7.09 pp Communication Services4.5%+4.49 pp Materials3.3%+3.27 pp Real Estate3.1%+3.13 pp Utilities3.0%+2.97 pp Energy2.4%+2.40 pp Financials14.3%-85.64 pp

2 · Industry

Inside Utilities

Electric Utilities1.41%+1.41 pp Multi-Utilities1.32%+1.32 pp Water Utilities0.10%+0.10 pp Independent Power Producers & Energy Traders0.10%+0.10 pp Gas Utilities0.04%+0.04 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.32%+1.323 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.32%

Industry change · 12M

+1.32 pp

Multi-Utilities · contribution

+1.323 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$143.7bn	0.507%	+0.218 pp	+0.507 pp	+24.5%	Yes
Dominion Energy → D	United States	$59.3bn	0.209%	+0.090 pp	+0.209 pp	-5.9%	Yes
Xcel Energy → XEL	United States	$35.5bn	0.125%	+0.055 pp	+0.125 pp	+8.3%	Yes
Consolidated Edison → ED	United States	$24.6bn	0.087%	+0.037 pp	+0.087 pp	+3.8%	Yes
DTE Energy → DTE	United States	$21.4bn	0.075%	+0.032 pp	+0.075 pp	+24.8%	Yes
Ameren → AEE	United States	$20.5bn	0.072%	+0.032 pp	+0.072 pp	+16.8%	Yes
Sempra → SRE	United States	$20.1bn	0.071%	+0.032 pp	+0.071 pp	+16.0%	Yes
CMS Energy → CMS	United States	$17.1bn	0.060%	+0.026 pp	+0.060 pp	+3.9%	Yes
CenterPoint Energy → CNP	United States	$14.2bn	0.050%	+0.026 pp	+0.050 pp	+35.0%	Yes
NiSource → NI	United States	$9.6bn	0.034%	+0.015 pp	+0.034 pp	+11.7%	Yes
Pinnacle West Capital → PNW	United States	$9.2bn	0.033%	+0.015 pp	+0.033 pp	+16.5%	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.