Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $174,327
At 09/30/2023: $162,475

Opus Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Opus Investment Management Inc. 13F filings. Link to 13F filings: SEC filings

Opus Investment Management Inc. Top Holdings
As of  12/31/2023, below is a summary of the Opus Investment Management Inc. top holdings by largest position size, as per the latest 13f filing made by Opus Investment Management Inc.. In the Opus Investment Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Opus Investment Management Inc. in that top holding, then the share count change between reporting periods, and finally the Opus Investment Management Inc. top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 212,815 +80,374 $50,484
     VTI212,815+80,374$50,484
ISHARES TR (ITOT) 62,035 -181,845 $6,528
     ITOT62,035-181,845$6,528
ABBVIE INC 41,700 UNCH $6,462
     ABBV41,700UNCH$6,462
APPLE INC 32,400 UNCH $6,238
     AAPL32,400UNCH$6,238
VANGUARD INTL EQUITY INDEX F (VEU) 102,780 UNCH $5,770
     VEU102,780UNCH$5,770
XCEL ENERGY INC 91,709 UNCH $5,678
     XEL91,709UNCH$5,678
MICROCHIP TECHNOLOGY INC. 62,550 UNCH $5,641
     MCHP62,550UNCH$5,641
NEXTERA ENERGY INC 88,000 +18,000 $5,345
     NEE88,000+18,000$5,345
PEPSICO INC 31,200 +2,200 $5,299
     PEP31,200+2,200$5,299
WALMART INC 32,000 UNCH $5,045
     WMT32,000UNCH$5,045
PUBLIC SVC ENTERPRISE GRP IN 80,500 UNCH $4,923
     PEG80,500UNCH$4,923
ISHARES TR (USMV) 60,278 +154 $4,703
     USMV60,278+154$4,703
PHILLIPS 66 33,800 -12,400 $4,500
     PSX33,800-12,400$4,500
MCDONALDS CORP 14,600 UNCH $4,329
     MCD14,600UNCH$4,329
PAYCHEX INC 35,400 UNCH $4,216
     PAYX35,400UNCH$4,216
WEC ENERGY GROUP INC 50,000 UNCH $4,208
     WEC50,000UNCH$4,208
JOHNSON & JOHNSON 26,800 UNCH $4,201
     JNJ26,800UNCH$4,201
UNITED PARCEL SERVICE INC 26,600 UNCH $4,182
     UPS26,600UNCH$4,182
MERCK & CO INC 35,000 UNCH $3,816
     MRK35,000UNCH$3,816
WASTE MGMT INC DEL 20,000 UNCH $3,582
     WM20,000UNCH$3,582
AMGEN INC 10,100 UNCH $2,909
     AMGN10,100UNCH$2,909
AIR PRODS & CHEMS INC 9,000 UNCH $2,464
     APD9,000UNCH$2,464
EXXON MOBIL CORP 24,000 UNCH $2,400
     XOM24,000UNCH$2,400
VANGUARD WHITEHALL FDS (VYM) 20,550 UNCH $2,294
     VYM20,550UNCH$2,294
EXELON CORP 56,000 UNCH $2,010
     EXC56,000UNCH$2,010
SCHWAB STRATEGIC TR 26,222 +1,681 $1,996
     SCHD26,222+1,681$1,996
SCHWAB STRATEGIC TR 35,240 -1,280 $1,962
     SCHB35,240-1,280$1,962
MICROSOFT CORP 5,000 UNCH $1,880
     MSFT5,000UNCH$1,880
ALLIANT ENERGY CORP 32,678 UNCH $1,676
     LNT32,678UNCH$1,676
HOME DEPOT INC 4,200 UNCH $1,456
     HD4,200UNCH$1,456
PROCTER AND GAMBLE CO 8,900 UNCH $1,304
     PG8,900UNCH$1,304
BLACKROCK INC 1,500 UNCH $1,218
     BLK1,500UNCH$1,218
CMS ENERGY CORP 20,000 UNCH $1,161
     CMS20,000UNCH$1,161
CISCO SYS INC 20,000 UNCH $1,010
     CSCO20,000UNCH$1,010
LOCKHEED MARTIN CORP 2,000 UNCH $906
     LMT2,000UNCH$906
CHEVRON CORP NEW 5,000 UNCH $746
     CVX5,000UNCH$746
ISHARES TR (IVV) 1,150 -120 $549
     IVV1,150-120$549
VANGUARD INDEX FDS (VOO) 1,250 -220 $546
     VOO1,250-220$546
SPDR SER TR (SPLG) 7,185 -4,315 $402
     SPLG7,185-4,315$402

See Full List: All Stocks Held By Opus Investment Management Inc.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Opus Investment Management Inc.

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