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 Technology30.3%+3.46 pp Consumer Discretionary8.0%+1.23 pp Energy2.3%+0.44 pp Real Estate3.2%+0.18 pp Materials3.2%+0.02 pp Financials13.2%-0.02 pp Utilities3.0%-0.08 pp Health Care16.2%-0.17 pp Consumer Staples6.9%-1.22 pp Communication Services3.7%-1.34 pp Industrials10.0%-2.49 pp

2 · Industry

Inside Utilities

Electric Utilities1.38%-0.27 pp Multi-Utilities1.36%+0.22 pp Water Utilities0.10%-0.01 pp Gas Utilities0.04%-0.01 pp Independent Power Producers & Energy Traders0.08%-0.01 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.36%+0.217 pp

Concentrated

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

View all contributions →

Multi-Utilities · weight

1.36%

Industry change · 12M

+0.22 pp

Multi-Utilities · contribution

+0.217 pp

Company participation

27%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$170.3bn	0.575%	+0.024 pp	+0.422 pp	+20.2%	Yes
Dominion Energy → D	United States	$57.7bn	0.195%	-0.016 pp	-0.077 pp	-6.2%	No
Xcel Energy → XEL	United States	$34.3bn	0.116%	-0.008 pp	-0.034 pp	-2.8%	No
CMS Energy → CMS	United States	$17.0bn	0.058%	-0.005 pp	-0.017 pp	-1.6%	No
DTE Energy → DTE	United States	$21.0bn	0.071%	-0.007 pp	-0.017 pp	+4.5%	No
Consolidated Edison → ED	United States	$27.5bn	0.093%	+0.004 pp	-0.016 pp	+6.1%	Yes
Pinnacle West Capital → PNW	United States	$7.3bn	0.025%	-0.004 pp	-0.014 pp	-17.0%	No
Sempra → SRE	United States	$19.1bn	0.065%	-0.006 pp	-0.013 pp	-2.8%	No
Ameren → AEE	United States	$21.0bn	0.071%	-0.004 pp	-0.011 pp	+7.7%	No
NiSource → NI	United States	$9.6bn	0.033%	+0.000 pp	-0.007 pp	+5.0%	No
CenterPoint Energy → CNP	United States	$16.3bn	0.055%	+0.005 pp	+0.001 pp	+14.7%	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.