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September 2026 update

iShares STOXX Europe 600 Utilities UCITS ETF (DE) · DE000A0Q4R02 · EXH9
Rebalix monthly basket snapshots compared: 6 August 202631 August 2026 (issuer-declared dates; each section states its own)
In brief: 0 holdings added and 0 removed from the basket · 1 weight change beyond ±0.25 points · NAV change over the period −2.5% · costs and key facts unchanged.

Among countries, United Kingdom rises by 0.6 percentage points. Top-ten concentration decreased by 0.5 percentage points.

Declared positions
38
unchanged
as of 31 Aug
Top-10 weight
80.4%
80.9 → 80.4% · Δ −0.5 p.p.
concentration
NAV change over the period
−2.5%
in EUR · 6 Aug → 31 Aug
Assets at month end
800 mln €
−2.2% in the month

Basket

Source: basket file published by the issuer, as of 20 Aug and 31 Aug, compared holding by holding by Rebalix (cash excluded, lines of the same holding merged).

Holdings added (0)

None.

Holdings removed (0)

None.

Holdings compared (excluding cash instruments, lines of the same holding merged): 28 → 28, issuer files of 20 Aug and 31 Aug.

Weight changes beyond ±0.25 points (1)

ENGIE SA
8.48.1% · 0.31 p.p.

Top 10 holdings — before and after

Source: basket file published by the issuer, as of 6 Aug and 31 Aug; snapshots archived by Rebalix on 7 Aug and 2 Sept.

Weight of each holding in the basket at the two snapshots. Together the top 10 weigh 80.9% → 80.4% (Δ −0.5 p.p.).

IBERDROLA
21.1%
ENEL
12.2%
NATIONAL GRID PLC
11.9%
ENGIE SA
8.1%
E.ON N
6.7%
RWE AG
6.3%
SSE PLC
5.8%
VEOLIA ENVIRON. SA
3.6%
EDP ENERGIAS DE PORTUGAL
2.3%
TERNA RETE ELETTRICA NAZIONALE
2.3%
6 Aug31 Augorange line = up, grey = down; “→” with no value = out of the top 20
See the numbers as a table
Holding6 Aug31 Aug
IBERDROLA21.2%21.1%
ENEL12.6%12.2%
NATIONAL GRID PLC11.8%11.9%
ENGIE SA8.5%8.1%
E.ON N6.9%6.7%
RWE AG5.9%6.3%
SSE PLC5.5%5.8%
VEOLIA ENVIRON. SA3.8%3.6%
EDP ENERGIAS DE PORTUGAL2.2%2.3%
TERNA RETE ELETTRICA NAZIONALE2.3%2.3%

Sectors and countries

Source: aggregate breakdowns declared by the issuer in the two snapshots (6 Aug and 31 Aug).

Sectors — where the weight moved

Utilities
99.699.6% · +0.03 p.p.

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries — where the weight moved

United Kingdom
23.323.9% · +0.61 p.p.
France
12.311.7% · 0.60 p.p.
Italy
17.016.6% · 0.37 p.p.
Portugal
2.93.0% · +0.16 p.p.
Germany
12.813.0% · +0.13 p.p.

The five countries that moved the most between the two snapshots.

See the numbers as a table
Country6 Aug31 Aug
Spain26.1%26.1%
United Kingdom23.3%23.9%
Italy17.0%16.6%
Germany12.8%13.0%
France12.3%11.7%
Portugal2.9%3.0%
Finland1.4%1.5%
Denmark1.4%1.4%
Belgium1.1%1.1%
Austria0.6%0.7%
Switzerland0.5%0.4%
Poland0.4%0.3%
European Union0.3%0.2%
2 more countries below 0.05% in both snapshots

NAV and assets over the period

Source: daily NAV series published by the issuer.

NAV over the period (EUR)

56.1757.0456.05
6 Aug31 Aug

57.5 → 56.05: −2.5% from 6 Aug to 31 Aug, the last NAV available at each snapshot date.

Assets over the month

802814800
3 Aug31 Aug

818 mln €800 mln € (issuer’s daily series).

Costs and key facts

Source: issuer KID (costs as of 2 Sept); Rebalix events register.

TER
0.46%
unchanged
Transaction costs (KID)
0.02%
unchanged
Index, name, policy
unchanged
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10, composition and breakdowns the dates of the two archived snapshots; maturities, ratings and duration the monthly registry snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.