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 Discretionary46.1%+39.16 pp Materials1.8%-1.34 pp Real Estate1.7%-1.86 pp Energy1.1%-2.06 pp Utilities1.7%-2.24 pp Communication Services2.8%-2.38 pp Information Technology16.1%-3.01 pp Consumer Staples4.4%-4.39 pp Industrials6.9%-6.49 pp Health Care9.7%-6.87 pp Financials7.7%-8.52 pp

2 · Industry

Inside Utilities

Electric Utilities0.91%-1.29 pp Multi-Utilities0.61%-0.81 pp Water Utilities0.07%-0.05 pp Independent Power Producers & Energy Traders0.06%-0.05 pp Gas Utilities0.03%-0.04 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.61%-0.812 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.61%

Industry change · 12M

-0.81 pp

Multi-Utilities · contribution

-0.812 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2021 · 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	$59.5bn	0.142%	-0.177 pp	-0.206 pp	-11.4%	No
Xcel Energy → XEL	United States	$33.6bn	0.081%	-0.094 pp	-0.098 pp	-5.1%	No
Consolidated Edison → ED	United States	$23.7bn	0.057%	-0.068 pp	-0.097 pp	-21.8%	No
Sempra → SRE	United States	$17.9bn	0.043%	-0.043 pp	-0.069 pp	-20.1%	No
NextEra Energy → NEE	United States	$39.6bn	0.095%	-0.075 pp	-0.067 pp	+23.1%	No
CMS Energy → CMS	United States	$16.3bn	0.039%	-0.047 pp	-0.057 pp	-14.8%	No
Ameren → AEE	United States	$18.0bn	0.043%	-0.052 pp	-0.057 pp	-9.1%	No
DTE Energy → DTE	United States	$19.6bn	0.047%	-0.049 pp	-0.055 pp	-7.0%	No
CenterPoint Energy → CNP	United States	$11.5bn	0.028%	-0.027 pp	-0.038 pp	-17.7%	No
Pinnacle West Capital → PNW	United States	$8.5bn	0.020%	-0.023 pp	-0.034 pp	-19.8%	No
NiSource → NI	United States	$8.5bn	0.020%	-0.021 pp	-0.034 pp	-21.9%	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.