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OPUS INVESTMENT MANAGEMENT INC

13F
OPUS INVESTMENT MANAGEMENT INC
Last update 2025-05-15 30 Stocks (1 new)
Value $140.00 Mil Turnover 5 %
Countries:
OPUS INVESTMENT MANAGEMENT INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
125,023
34,361.3
+21.39%
24.490
+4.32%
0.010
+19.82%
+7.35%
476,615.2
 
ABBV
AbbVie Inc
41,700
8,737.0
0%
6.230
0%
0.000
+10.35%
+9.44%
334,309.4
Drug Manufacturers
WMT
Walmart Inc
95,000
8,340.0
0%
5.950
0%
0.000
+2.21%
+5.75%
758,538.7
Retail - Defensive
AAPL
Apple Inc
32,400
7,197.0
0%
5.130
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
PEG
Public Service Enterprise Group Inc
80,500
6,625.1
0%
4.720
0%
0.020
+1.94%
+1.38%
42,070.5
Utilities - Regulated
XEL
Xcel Energy Inc
91,709
6,492.1
0%
4.630
0%
0.020
+1.19%
+6.86%
40,592.4
Utilities - Regulated
NEE
NextEra Energy Inc
88,000
6,238.3
0%
4.450
0%
0.000
+15.46%
+7.68%
156,353.0
Utilities - Regulated
PAYX
Paychex Inc
35,400
5,461.5
0%
3.890
0%
0.010
-0.28%
+3.72%
51,680.6
Software
PEP
PepsiCo Inc
31,200
4,678.1
0%
3.330
0%
0.000
+1.38%
-3.93%
196,106.6
Beverages - Non-Alcoholic
WM
Waste Management Inc
20,000
4,630.2
0%
3.300
0%
0.000
-1.21%
+13.46%
91,475.4
Waste Management

OPUS INVESTMENT MANAGEMENT INC's Historical Top Holdings Breakdowns

OPUS INVESTMENT MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+4.32%
271.18 ($290.53) 303.12
$309.09
6.39%
Add 21.39%
125,023
22,029
WEC
WEC Energy Group Inc
2025-03-31
Reduce
Reduce
-2.78%
92.12 ($102.13) 108.98
$107.82
5.57%
Reduce -80%
10,000
-40,000
BLK
BlackRock Inc
2025-03-31
New Buy
New Buy
+1.01%
900.46 ($980.1) 1075.5
$1,103.59
12.60%
New holding
1,500
1,500
BLK
BlackRock Inc
2024-12-31
Sold Out
Sold Out
-1.00%
940.67 ($1016.21) 1065.26
$1,103.59
8.60%
Sold Out
0
-1,500
WMT
Walmart Inc
2024-12-31
Reduce
Reduce
-0.06%
79.1 ($86.86) 95.7
$95.05
9.43%
Reduce -1.04%
95,000
-1,000
VTI
Vanguard Total Stock Market ETF
2024-09-30
Reduce
Reduce
-5.22%
255.18 ($272.76) 283.2
$309.09
13.32%
Reduce -22.66%
102,994
-30,184
USMV
iShares MSCI USA Min Vol Factor ETF
2024-09-30
Sold Out
Sold Out
-3.28%
83.76 ($88.16) 91.82
$92.95
5.43%
Sold Out
0
-60,560
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2024-09-30
Sold Out
Sold Out
-2.87%
113.41 ($121.07) 125.62
$137.38
13.47%
Sold Out
0
-37,479
SCHD
Schwab US Dividend Equity ETF
2024-09-30
Sold Out
Sold Out
-1.47%
25.67 ($27.24) 28.35
$27.02
-0.81%
Sold Out
0
-29,288
SCHB
Schwab U.S. Broad Market ETF
2024-09-30
Sold Out
Sold Out
-1.43%
19.98 ($21.35) 22.17
$24.23
13.49%
Sold Out
0
-35,240

OPUS INVESTMENT MANAGEMENT INC Total Holding History ($B)

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OPUS INVESTMENT MANAGEMENT INC's Asset Allocation

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OPUS INVESTMENT MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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OPUS INVESTMENT MANAGEMENT INC's Hypothetical Growth since 2025-03-31

OPUS INVESTMENT MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

OPUS INVESTMENT MANAGEMENT INC's Holdings Heat Map

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OPUS INVESTMENT MANAGEMENT INC's Holdings Bubble Chart

OPUS INVESTMENT MANAGEMENT INC News

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