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 Discretionary47.6%+40.56 pp Materials1.4%-0.73 pp Utilities2.1%-1.09 pp Real Estate2.0%-1.22 pp Communication Services2.1%-1.38 pp Energy2.4%-2.26 pp Consumer Staples5.2%-4.20 pp Health Care10.5%-6.24 pp Information Technology9.7%-6.37 pp Industrials7.4%-8.17 pp Financials9.6%-8.90 pp

2 · Industry

Inside Utilities

Electric Utilities1.16%-0.55 pp Multi-Utilities0.78%-0.49 pp Water Utilities0.06%-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-Utilities0.78%-0.486 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.78%

Industry change · 12M

-0.49 pp

Multi-Utilities · contribution

-0.486 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 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	$48.8bn	0.162%	+0.013 pp	-0.118 pp	+1.0%	No
PG&E Corporation → PCG	United States	$13.7bn	0.045%	-0.032 pp	-0.079 pp	-37.8%	No
Consolidated Edison → ED	United States	$25.0bn	0.083%	+0.004 pp	-0.059 pp	+3.7%	No
Xcel Energy → XEL	United States	$27.0bn	0.090%	+0.011 pp	-0.043 pp	+17.9%	No
NextEra Energy → NEE	United States	$21.7bn	0.072%	+0.007 pp	-0.034 pp	+17.8%	No
DTE Energy → DTE	United States	$18.5bn	0.062%	+0.006 pp	-0.030 pp	+16.3%	No
Sempra → SRE	United States	$15.8bn	0.052%	+0.001 pp	-0.024 pp	+10.2%	No
Ameren → AEE	United States	$16.8bn	0.056%	+0.006 pp	-0.023 pp	+24.1%	No
CenterPoint Energy → CNP	United States	$14.0bn	0.047%	+0.008 pp	-0.023 pp	+3.6%	No
CMS Energy → CMS	United States	$14.8bn	0.049%	+0.004 pp	-0.019 pp	+20.0%	No
Pinnacle West Capital → PNW	United States	$10.0bn	0.033%	+0.005 pp	-0.018 pp	+14.7%	No
NiSource → NI	United States	$9.6bn	0.032%	+0.000 pp	-0.016 pp	+10.5%	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.