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 Discretionary48.1%+41.00 pp Materials1.1%-1.04 pp Utilities1.9%-1.28 pp Real Estate1.8%-1.40 pp Communication Services1.9%-1.53 pp Energy2.7%-2.04 pp Consumer Staples4.8%-4.56 pp Information Technology10.0%-6.01 pp Health Care10.1%-6.67 pp Industrials8.1%-7.53 pp Financials9.5%-8.94 pp

2 · Industry

Inside Utilities

Electric Utilities1.03%-0.68 pp Multi-Utilities0.73%-0.54 pp Water Utilities0.05%-0.03 pp Independent Power Producers & Energy Traders0.07%-0.02 pp Gas Utilities0.00%+0.00 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.73%-0.539 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.73%

Industry change · 12M

-0.54 pp

Multi-Utilities · contribution

-0.539 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Sep 2018 · 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
Dominion Energy → D	United States	$45.9bn	0.146%	-0.124 pp	-0.134 pp	-4.7%	No
Consolidated Edison → ED	United States	$23.7bn	0.076%	-0.071 pp	-0.067 pp	-2.5%	No
Xcel Energy → XEL	United States	$24.0bn	0.077%	-0.064 pp	-0.056 pp	+6.1%	No
PG&E Corporation → PCG	United States	$23.8bn	0.076%	-0.058 pp	-0.049 pp	+8.4%	No
NextEra Energy → NEE	United States	$19.8bn	0.063%	-0.056 pp	-0.043 pp	+8.0%	No
DTE Energy → DTE	United States	$16.9bn	0.054%	-0.043 pp	-0.038 pp	+6.0%	No
CenterPoint Energy → CNP	United States	$11.9bn	0.038%	-0.035 pp	-0.031 pp	+1.2%	No
Ameren → AEE	United States	$15.4bn	0.049%	-0.041 pp	-0.029 pp	+14.3%	No
Sempra → SRE	United States	$15.6bn	0.050%	-0.043 pp	-0.027 pp	+8.8%	No
CMS Energy → CMS	United States	$13.9bn	0.044%	-0.032 pp	-0.024 pp	+12.1%	No
Pinnacle West Capital → PNW	United States	$8.9bn	0.028%	-0.026 pp	-0.023 pp	+0.8%	No
NiSource → NI	United States	$9.0bn	0.029%	-0.025 pp	-0.019 pp	+3.4%	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.