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 Technology36.4%+15.47 pp Financials12.3%+4.20 pp Consumer Discretionary11.6%+3.35 pp Industrials9.9%+2.86 pp Consumer Staples6.8%+1.56 pp Communication Services2.7%+0.86 pp Utilities2.7%+0.78 pp Health Care10.9%+0.56 pp Real Estate2.3%+0.49 pp Energy2.3%+0.23 pp Materials2.2%-30.36 pp

2 · Industry

Inside Utilities

Electric Utilities1.49%+0.51 pp Multi-Utilities1.04%+0.21 pp Independent Power Producers & Energy Traders0.08%+0.03 pp Gas Utilities0.05%+0.02 pp Water Utilities0.06%+0.01 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities1.04%+0.209 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

1.04%

Industry change · 12M

+0.21 pp

Multi-Utilities · contribution

+0.209 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2025 · 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	$142.9bn	0.308%	-0.038 pp	+0.035 pp	+1.0%	No
Xcel Energy → XEL	United States	$39.3bn	0.085%	-0.012 pp	+0.029 pp	+31.8%	No
Dominion Energy → D	United States	$48.2bn	0.104%	-0.009 pp	+0.027 pp	+20.9%	No
Ameren → AEE	United States	$26.0bn	0.056%	-0.008 pp	+0.020 pp	+39.2%	No
Consolidated Edison → ED	United States	$36.2bn	0.078%	-0.013 pp	+0.020 pp	+16.1%	No
NiSource → NI	United States	$19.0bn	0.041%	-0.004 pp	+0.017 pp	+44.4%	No
Sempra → SRE	United States	$49.4bn	0.107%	-0.004 pp	+0.016 pp	+2.9%	No
DTE Energy → DTE	United States	$27.5bn	0.059%	-0.009 pp	+0.016 pp	+23.4%	No
CenterPoint Energy → CNP	United States	$24.0bn	0.052%	-0.004 pp	+0.015 pp	+21.8%	No
CMS Energy → CMS	United States	$20.7bn	0.045%	-0.009 pp	+0.011 pp	+20.0%	No
Pinnacle West Capital → PNW	United States	$10.7bn	0.023%	-0.004 pp	+0.007 pp	+22.0%	No
PG&E Corporation → PCG	United States	$37.3bn	0.080%	-0.029 pp	-0.005 pp	-19.8%	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.