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 Technology27.3%+27.25 pp Health Care16.4%+16.43 pp Industrials12.2%+12.14 pp Consumer Discretionary7.3%+7.28 pp Consumer Staples7.1%+7.13 pp Communication Services4.4%+4.36 pp Materials3.3%+3.25 pp Real Estate3.2%+3.19 pp Utilities3.0%+3.01 pp Energy2.1%+2.14 pp Financials13.7%-86.17 pp

2 · Industry

Inside Utilities

Electric Utilities1.44%+1.44 pp Multi-Utilities1.34%+1.34 pp Water Utilities0.11%+0.11 pp Independent Power Producers & Energy Traders0.09%+0.09 pp Gas Utilities0.04%+0.04 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.34%+1.339 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.34%

Industry change · 12M

+1.34 pp

Multi-Utilities · contribution

+1.339 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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	$152.8bn	0.524%	-0.027 pp	+0.524 pp	+13.3%	Yes
Dominion Energy → D	United States	$60.4bn	0.207%	-0.026 pp	+0.207 pp	-4.1%	Yes
Xcel Energy → XEL	United States	$36.7bn	0.126%	-0.013 pp	+0.126 pp	+1.6%	Yes
Consolidated Edison → ED	United States	$25.3bn	0.087%	-0.009 pp	+0.087 pp	-0.0%	Yes
DTE Energy → DTE	United States	$22.7bn	0.078%	-0.006 pp	+0.078 pp	+23.4%	Yes
Ameren → AEE	United States	$21.4bn	0.074%	-0.004 pp	+0.073 pp	+7.4%	Yes
Sempra → SRE	United States	$19.8bn	0.068%	-0.008 pp	+0.068 pp	+8.6%	Yes
CMS Energy → CMS	United States	$17.9bn	0.061%	-0.006 pp	+0.061 pp	-1.1%	Yes
CenterPoint Energy → CNP	United States	$14.8bn	0.051%	+0.002 pp	+0.051 pp	+37.6%	Yes
NiSource → NI	United States	$9.7bn	0.033%	-0.004 pp	+0.033 pp	+5.0%	Yes
Pinnacle West Capital → PNW	United States	$9.4bn	0.032%	-0.002 pp	+0.032 pp	+4.7%	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.