0001097833-23-000019.txt : 20231108
0001097833-23-000019.hdr.sgml : 20231108
20231108093704
ACCESSION NUMBER: 0001097833-23-000019
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231108
DATE AS OF CHANGE: 20231108
EFFECTIVENESS DATE: 20231108
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: OPUS INVESTMENT MANAGEMENT INC
CENTRAL INDEX KEY: 0001097833
IRS NUMBER: 042854021
STATE OF INCORPORATION: MA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05067
FILM NUMBER: 231386342
BUSINESS ADDRESS:
STREET 1: 440 LINCOLN STREET
STREET 2: N460
CITY: WORCESTER
STATE: MA
ZIP: 01653
BUSINESS PHONE: 01653
MAIL ADDRESS:
STREET 1: 440 LINCOLN STREET
STREET 2: N460
CITY: WORCESTER
STATE: MA
ZIP: 01653
FORMER COMPANY:
FORMER CONFORMED NAME: ALLMERICA ASSET MANAGEMENT INC
DATE OF NAME CHANGE: 19991029
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001097833
XXXXXXXX
09-30-2023
09-30-2023
OPUS INVESTMENT MANAGEMENT INC
440 LINCOLN STREET
N460
WORCESTER
MA
01653
13F HOLDINGS REPORT
028-05067
000107569
801-44189
N
Lindsay F. Greenfield
SVP CHIEF INVESTMENT OFFICER EXECUTIVE
508-855-2216
/s/ Lindsay F. Greenfield
Worcester
MA
10-30-2023
0
41
162474177
false
INFORMATION TABLE
2
OPUS13FQ30923.xml
ABBVIE INC
COM
00287Y109
6215802
41700
SH
SOLE
41700
0
0
ALLIANT ENERGY CORP
COM
018802108
1583249
32678
SH
SOLE
32678
0
0
AMGEN INC
COM
031162100
2714476
10100
SH
SOLE
10100
0
0
APPLE INC
COM
037833100
5547204
32400
SH
SOLE
32400
0
0
BLACKROCK INC
COM
09247X101
969735
1500
SH
SOLE
1500
0
0
CHEVRON CORP NEW
COM
166764100
843100
5000
SH
SOLE
5000
0
0
CISCO SYS INC
COM
17275R102
1075200
20000
SH
SOLE
20000
0
0
CMS ENERGY CORP
COM
125896100
1062200
20000
SH
SOLE
20000
0
0
EXELON CORP
COM
30161N101
2116240
56000
SH
SOLE
56000
0
0
HOME DEPOT INC
COM
437076102
1269072
4200
SH
SOLE
4200
0
0
ISHARES TR
CORE S&P500 ETF
464287200
545376
1270
SH
SOLE
0
0
1270
ISHARES TR
MSCI USA MIN VOL
46429B697
4351775
60124
SH
SOLE
0
0
60124
ISHARES TR
CORE S&P TTL STK
464287150
22971057
243880
SH
SOLE
0
0
243880
ISHARES TR
IBOXX HI YD ETF
464288513
274607
3725
SH
SOLE
0
0
3725
JOHNSON & JOHNSON
COM
478160104
4174100
26800
SH
SOLE
26800
0
0
LOCKHEED MARTIN CORP
COM
539830109
817920
2000
SH
SOLE
2000
0
0
MCDONALDS CORP
COM
580135101
3846224
14600
SH
SOLE
14600
0
0
MICROSOFT CORP
COM
594918104
1578750
5000
SH
SOLE
5000
0
0
NEXTERA ENERGY INC
COM
65339F101
4010300
70000
SH
SOLE
70000
0
0
PAYCHEX INC
COM
704326107
4082682
35400
SH
SOLE
35400
0
0
PEPSICO INC
COM
713448108
4913760
29000
SH
SOLE
29000
0
0
PHILLIPS 66
COM
718546104
5550930
46200
SH
SOLE
46200
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1736521
24541
SH
SOLE
0
0
24541
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1820522
36520
SH
SOLE
0
0
36520
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
28131793
132441
SH
SOLE
0
0
132441
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
577269
1470
SH
SOLE
0
0
1470
WALMART INC
COM
931142103
5117760
32000
SH
SOLE
32000
0
0
WASTE MGMT INC DEL
COM
94106L109
3048800
20000
SH
SOLE
20000
0
0
WEC ENERGY GROUP INC
COM
92939U106
4027500
50000
SH
SOLE
50000
0
0
WILLIAMS COS INC
COM
969457100
336900
10000
SH
SOLE
10000
0
0
XCEL ENERGY INC
COM
98389B100
5247589
91709
SH
SOLE
91709
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
577990
11500
SH
SOLE
0
0
11500
MERCK & CO INC
COM
58933Y105
3603250
35000
SH
SOLE
35000
0
0
AIR PRODS & CHEMS INC
COM
009158106
2550600
9000
SH
SOLE
9000
0
0
MICROCHIP TECHNOLOGY INC.
COM
595017104
4882028
62550
SH
SOLE
62550
0
0
PROCTER AND GAMBLE CO
COM
742718109
1298154
8900
SH
SOLE
8900
0
0
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
4581255
80500
SH
SOLE
80500
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
4146142
26600
SH
SOLE
26600
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
5331199
102780
SH
SOLE
0
0
102780
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
2123226
20550
SH
SOLE
0
0
20550
EXXON MOBIL CORP
COM
30231G102
2821920
24000
SH
SOLE
24000
0
0