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

Materials29.6%+26.36 pp Consumer Discretionary9.0%+2.52 pp Energy2.3%-1.14 pp Real Estate2.1%-1.36 pp Utilities2.2%-1.54 pp Communication Services2.1%-1.79 pp Industrials7.2%-2.86 pp Consumer Staples5.1%-3.17 pp Financials7.8%-4.56 pp Information Technology21.1%-5.55 pp Health Care11.5%-6.91 pp

2 · Industry

Inside Utilities

Electric Utilities1.04%-0.79 pp Multi-Utilities0.98%-0.65 pp Water Utilities0.06%-0.04 pp Independent Power Producers & Energy Traders0.05%-0.04 pp Gas Utilities0.04%-0.02 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.98%-0.647 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.98%

Industry change · 12M

-0.65 pp

Multi-Utilities · contribution

-0.647 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2023 · 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	$150.1bn	0.347%	-0.175 pp	-0.245 pp	-2.0%	No
Dominion Energy → D	United States	$43.3bn	0.100%	-0.059 pp	-0.152 pp	-32.1%	No
PG&E Corporation → PCG	United States	$42.7bn	0.099%	-0.037 pp	+0.099 pp	+73.1%	No
Xcel Energy → XEL	United States	$34.2bn	0.079%	-0.047 pp	-0.071 pp	-9.5%	No
Consolidated Edison → ED	United States	$31.3bn	0.072%	-0.043 pp	-0.059 pp	-1.7%	No
DTE Energy → DTE	United States	$22.7bn	0.052%	-0.024 pp	-0.043 pp	-10.4%	No
Ameren → AEE	United States	$21.4bn	0.050%	-0.028 pp	-0.041 pp	-7.0%	No
Sempra → SRE	United States	$22.9bn	0.053%	-0.028 pp	-0.039 pp	-0.1%	No
CMS Energy → CMS	United States	$17.1bn	0.040%	-0.021 pp	-0.037 pp	-10.2%	No
CenterPoint Energy → CNP	United States	$18.4bn	0.043%	-0.021 pp	-0.030 pp	+1.0%	No
NiSource → NI	United States	$11.3bn	0.026%	-0.013 pp	-0.020 pp	-3.9%	No
Pinnacle West Capital → PNW	United States	$9.2bn	0.021%	-0.009 pp	-0.011 pp	+16.8%	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.