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

Materials33.4%+3.81 pp Industrials7.3%+0.36 pp Financials8.1%+0.32 pp Consumer Staples5.3%-0.02 pp Energy2.2%-0.17 pp Utilities2.1%-0.18 pp Communication Services1.9%-0.26 pp Real Estate1.8%-0.32 pp Consumer Discretionary7.9%-0.56 pp Health Care10.3%-1.48 pp Information Technology19.7%-1.49 pp

2 · Industry

Inside Utilities

Multi-Utilities0.91%-0.13 pp Electric Utilities1.06%-0.03 pp Water Utilities0.05%-0.02 pp Independent Power Producers & Energy Traders0.06%+0.01 pp Gas Utilities0.03%-0.01 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.91%-0.134 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.91%

Industry change · 12M

-0.13 pp

Multi-Utilities · contribution

-0.134 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2024 · 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	$164.4bn	0.314%	-0.010 pp	-0.053 pp	+11.6%	No
Sempra → SRE	United States	$48.7bn	0.093%	-0.035 pp	+0.037 pp	+11.0%	No
Xcel Energy → XEL	United States	$30.8bn	0.059%	-0.025 pp	-0.030 pp	-11.9%	No
Dominion Energy → D	United States	$45.2bn	0.086%	-0.028 pp	-0.017 pp	+14.8%	No
Consolidated Edison → ED	United States	$32.7bn	0.063%	-0.024 pp	-0.017 pp	+5.1%	No
Ameren → AEE	United States	$19.6bn	0.037%	-0.017 pp	-0.015 pp	-6.5%	No
PG&E Corporation → PCG	United States	$48.5bn	0.093%	-0.032 pp	-0.011 pp	+9.6%	No
DTE Energy → DTE	United States	$24.1bn	0.046%	-0.018 pp	-0.009 pp	+12.3%	No
CenterPoint Energy → CNP	United States	$19.5bn	0.037%	-0.012 pp	-0.007 pp	+11.2%	No
CMS Energy → CMS	United States	$18.8bn	0.036%	-0.012 pp	-0.006 pp	+12.3%	No
Pinnacle West Capital → PNW	United States	$9.0bn	0.017%	-0.005 pp	-0.005 pp	+6.9%	No
NiSource → NI	United States	$13.0bn	0.025%	-0.009 pp	-0.003 pp	+12.3%	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.