0001097833-24-000001.txt : 20240209 0001097833-24-000001.hdr.sgml : 20240209 20240209162525 ACCESSION NUMBER: 0001097833-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OPUS INVESTMENT MANAGEMENT INC CENTRAL INDEX KEY: 0001097833 ORGANIZATION NAME: IRS NUMBER: 042854021 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05067 FILM NUMBER: 24615408 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 12-31-2023 12-31-2023 OPUS INVESTMENT MANAGEMENT INC

440 LINCOLN STREET N460 WORCESTER MA 01653

13F HOLDINGS REPORT 028-05067 000107569 801-44189 N Lindsay F. Greenfield 508-855-2216 /s/ Lindsay F. Greenfield Worcester MA 02-07-2024 0 40 174328970 false INFORMATION TABLE 2 OPUS13FQ41223.xml ABBVIE INC COM 00287Y109 6462249 41700 SH SOLE 41700 0 0 ALLIANT ENERGY CORP COM 018802108 1676381 32678 SH SOLE 32678 0 0 AMGEN INC COM 031162100 2909002 10100 SH SOLE 10100 0 0 APPLE INC COM 037833100 6237972 32400 SH SOLE 32400 0 0 BLACKROCK INC COM 09247X101 1217700 1500 SH SOLE 1500 0 0 CHEVRON CORP NEW COM 166764100 745800 5000 SH SOLE 5000 0 0 CISCO SYS INC COM 17275R102 1010400 20000 SH SOLE 20000 0 0 CMS ENERGY CORP COM 125896100 1161400 20000 SH SOLE 20000 0 0 EXELON CORP COM 30161N101 2010400 56000 SH SOLE 56000 0 0 HOME DEPOT INC COM 437076102 1455510 4200 SH SOLE 4200 0 0 ISHARES TR CORE S&P500 ETF 464287200 549275 1150 SH SOLE 0 0 1150 ISHARES TR MSCI USA MIN VOL 46429B697 4703492 60278 SH SOLE 0 0 60278 ISHARES TR CORE S&P TTL STK 464287150 6527943 62035 SH SOLE 0 0 62035 ISHARES TR IBOXX HI YD ETF 464288513 288278 3725 SH SOLE 0 0 3725 JOHNSON & JOHNSON COM 478160104 4200632 26800 SH SOLE 26800 0 0 LOCKHEED MARTIN CORP COM 539830109 906480 2000 SH SOLE 2000 0 0 MCDONALDS CORP COM 580135101 4329046 14600 SH SOLE 14600 0 0 MICROSOFT CORP COM 594918104 1880200 5000 SH SOLE 5000 0 0 NEXTERA ENERGY INC COM 65339F101 5345120 88000 SH SOLE 88000 0 0 PAYCHEX INC COM 704326107 4216494 35400 SH SOLE 35400 0 0 PEPSICO INC COM 713448108 5299008 31200 SH SOLE 31200 0 0 PHILLIPS 66 COM 718546104 4500132 33800 SH SOLE 33800 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1996281 26222 SH SOLE 0 0 26222 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1961811 35240 SH SOLE 0 0 35240 VANGUARD INDEX FDS TOTAL STK MKT 922908769 50483974 212815 SH SOLE 0 0 212815 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 546000 1250 SH SOLE 0 0 1250 WALMART INC COM 931142103 5044800 32000 SH SOLE 32000 0 0 WASTE MGMT INC DEL COM 94106L109 3582000 20000 SH SOLE 20000 0 0 WEC ENERGY GROUP INC COM 92939U106 4208500 50000 SH SOLE 50000 0 0 XCEL ENERGY INC COM 98389B100 5677704 91709 SH SOLE 91709 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 401642 7185 SH SOLE 0 0 7185 MERCK & CO INC COM 58933Y105 3815700 35000 SH SOLE 35000 0 0 AIR PRODS & CHEMS INC COM 009158106 2464200 9000 SH SOLE 9000 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 5640759 62550 SH SOLE 62550 0 0 PROCTER AND GAMBLE CO COM 742718109 1304206 8900 SH SOLE 8900 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 4922575 80500 SH SOLE 80500 0 0 UNITED PARCEL SERVICE INC CL B 911312106 4182318 26600 SH SOLE 26600 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5770069 102780 SH SOLE 0 0 102780 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2293997 20550 SH SOLE 0 0 20550 EXXON MOBIL CORP COM 30231G102 2399520 24000 SH SOLE 24000 0 0