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 Discretionary48.2%+41.13 pp Materials1.1%-1.05 pp Utilities2.0%-1.12 pp Real Estate2.0%-1.28 pp Communication Services2.0%-1.49 pp Energy2.5%-2.22 pp Consumer Staples5.2%-4.15 pp Information Technology9.8%-6.27 pp Health Care10.0%-6.71 pp Industrials7.6%-7.94 pp Financials9.6%-8.89 pp

2 · Industry

Inside Utilities

Electric Utilities1.13%-0.59 pp Multi-Utilities0.79%-0.48 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-Utilities0.79%-0.480 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.79%

Industry change · 12M

-0.48 pp

Multi-Utilities · contribution

-0.480 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Oct 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	$46.7bn	0.158%	-0.115 pp	-0.122 pp	-3.1%	No
Consolidated Edison → ED	United States	$23.6bn	0.080%	-0.063 pp	-0.062 pp	-2.8%	No
Xcel Energy → XEL	United States	$25.2bn	0.085%	-0.054 pp	-0.047 pp	+10.2%	No
PG&E Corporation → PCG	United States	$24.2bn	0.082%	-0.048 pp	-0.042 pp	+10.3%	No
NextEra Energy → NEE	United States	$20.6bn	0.070%	-0.045 pp	-0.036 pp	+11.1%	No
DTE Energy → DTE	United States	$17.4bn	0.059%	-0.039 pp	-0.033 pp	+9.2%	No
CenterPoint Energy → CNP	United States	$11.7bn	0.040%	-0.032 pp	-0.030 pp	-1.1%	No
Sempra → SRE	United States	$15.1bn	0.051%	-0.038 pp	-0.026 pp	+5.4%	No
Ameren → AEE	United States	$15.8bn	0.053%	-0.035 pp	-0.025 pp	+16.8%	No
CMS Energy → CMS	United States	$14.0bn	0.048%	-0.032 pp	-0.021 pp	+13.3%	No
Pinnacle West Capital → PNW	United States	$9.2bn	0.031%	-0.021 pp	-0.020 pp	+5.6%	No
NiSource → NI	United States	$9.2bn	0.031%	-0.020 pp	-0.016 pp	+6.1%	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.