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

Materials32.5%+2.94 pp Financials8.1%+0.31 pp Consumer Staples5.2%+0.08 pp Industrials7.1%-0.13 pp Information Technology20.9%-0.23 pp Utilities1.9%-0.23 pp Energy2.1%-0.24 pp Communication Services1.8%-0.26 pp Real Estate1.8%-0.29 pp Consumer Discretionary8.2%-0.72 pp Health Care10.3%-1.24 pp

2 · Industry

Inside Utilities

Multi-Utilities0.83%-0.15 pp Electric Utilities0.98%-0.05 pp Water Utilities0.05%-0.02 pp Gas Utilities0.03%-0.01 pp Independent Power Producers & Energy Traders0.05%+0.00 pp

3 · Sub-industry

Inside Multi-Utilities

Multi-Utilities0.83%-0.154 pp

Broad

The loss is shared across much of the industry.

View all contributions →

Multi-Utilities · weight

0.83%

Industry change · 12M

-0.15 pp

Multi-Utilities · contribution

-0.154 pp

Company participation

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 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	$145.5bn	0.273%	-0.091 pp	-0.075 pp	-1.6%	No
Sempra → SRE	United States	$48.1bn	0.090%	-0.036 pp	+0.037 pp	+8.9%	No
Xcel Energy → XEL	United States	$29.7bn	0.056%	-0.027 pp	-0.024 pp	-10.7%	No
Dominion Energy → D	United States	$41.1bn	0.077%	-0.037 pp	-0.023 pp	-0.1%	No
Consolidated Edison → ED	United States	$30.9bn	0.058%	-0.029 pp	-0.014 pp	+2.6%	No
Ameren → AEE	United States	$19.0bn	0.036%	-0.019 pp	-0.014 pp	-9.9%	No
PG&E Corporation → PCG	United States	$45.7bn	0.086%	-0.036 pp	-0.013 pp	+1.2%	No
DTE Energy → DTE	United States	$23.0bn	0.043%	-0.021 pp	-0.009 pp	+4.7%	No
CMS Energy → CMS	United States	$17.8bn	0.033%	-0.016 pp	-0.006 pp	+4.9%	No
CenterPoint Energy → CNP	United States	$19.8bn	0.037%	-0.013 pp	-0.005 pp	+9.3%	No
Pinnacle West Capital → PNW	United States	$8.7bn	0.016%	-0.007 pp	-0.005 pp	-1.8%	No
NiSource → NI	United States	$12.9bn	0.024%	-0.010 pp	-0.002 pp	+9.5%	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.