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 Discretionary11.6%+3.82 pp Energy4.1%+1.64 pp Health Care17.5%+1.01 pp Consumer Staples7.7%+0.70 pp Utilities3.4%+0.36 pp Real Estate3.1%-0.10 pp Materials2.9%-0.29 pp Industrials9.8%-0.41 pp Communication Services3.3%-0.64 pp Financials12.1%-2.06 pp Information Technology24.5%-4.05 pp

2 · Industry

Inside Utilities

Multi-Utilities1.54%+0.19 pp Electric Utilities1.57%+0.17 pp Gas Utilities0.05%+0.01 pp Water Utilities0.09%-0.01 pp Independent Power Producers & Energy Traders0.10%+0.01 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.54%+0.188 pp

Concentrated

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

View all contributions →

Multi-Utilities · weight

1.54%

Industry change · 12M

+0.19 pp

Multi-Utilities · contribution

+0.188 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 2022 · 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
PG&E Corporation → PCG	United States	$36.8bn	0.131%	+0.131 pp	+0.131 pp	+28.7%	Yes
Consolidated Edison → ED	United States	$31.2bn	0.111%	-0.010 pp	+0.022 pp	+20.9%	No
NextEra Energy → NEE	United States	$152.3bn	0.540%	-0.030 pp	-0.019 pp	-7.3%	No
Sempra → SRE	United States	$23.7bn	0.084%	-0.005 pp	+0.016 pp	+21.9%	No
CenterPoint Energy → CNP	United States	$18.0bn	0.064%	-0.005 pp	+0.012 pp	+12.5%	No
Xcel Energy → XEL	United States	$35.6bn	0.126%	-0.011 pp	+0.010 pp	+3.6%	No
NiSource → NI	United States	$10.4bn	0.037%	-0.005 pp	+0.005 pp	+7.7%	No
DTE Energy → DTE	United States	$21.7bn	0.077%	-0.010 pp	+0.004 pp	+1.8%	No
Pinnacle West Capital → PNW	United States	$7.6bn	0.027%	-0.002 pp	+0.003 pp	+10.8%	No
Ameren → AEE	United States	$21.1bn	0.075%	-0.008 pp	+0.002 pp	-0.8%	No
Dominion Energy → D	United States	$58.3bn	0.207%	-0.022 pp	+0.002 pp	-4.7%	No
CMS Energy → CMS	United States	$16.6bn	0.059%	-0.010 pp	+0.000 pp	-2.8%	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.