0001097833-22-000003.txt : 20220207 0001097833-22-000003.hdr.sgml : 20220207 20220207145637 ACCESSION NUMBER: 0001097833-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 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: 22597029 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 13F-HR LIVE false true false 0001097833 XXXXXXXX 12-31-2021 12-31-2021 OPUS INVESTMENT MANAGEMENT INC
440 LINCOLN STREET N460 WORCESTER MA 01653
13F HOLDINGS REPORT 028-05067 N
Lindsay F. Greenfield President 508-855-2216 /s/ Lindsay Greenfield Worcester MA 02-02-2022 0 92 699554 false
INFORMATION TABLE 2 OPUS13FQ41221.xml VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6244 101900 SH SOLE 0 0 101900 COMCAST CORP NEW CL A 20030N101 5768 114600 SH SOLE 114600 0 0 UNITED PARCEL SERVIC CL B 911312106 6945 32400 SH SOLE 32400 0 0 ABBVIE INC COM 00287Y109 8354 61700 SH SOLE 61700 0 0 AIR PRODS & CHEMS IN COM 009158106 9371 30800 SH SOLE 30800 0 0 ALLIANT ENERGY CORP COM 018802108 2009 32678 SH SOLE 32678 0 0 AMEREN CORP COM 023608102 6601 74165 SH SOLE 74165 0 0 AMERICAN ELEC PWR CO COM 025537101 6014 67600 SH SOLE 67600 0 0 AMGEN INC COM 031162100 5309 23600 SH SOLE 23600 0 0 APPLE INC COM 037833100 9589 54000 SH SOLE 54000 0 0 ATMOS ENERGY CORP COM 049560105 4301 41050 SH SOLE 41050 0 0 AUTOMATIC DATA PROCE COM 053015103 4093 16600 SH SOLE 16600 0 0 BK OF AMERICA CORP COM 060505104 5168 116150 SH SOLE 116150 0 0 BANK NEW YORK MELLON COM 064058100 5377 92580 SH SOLE 92580 0 0 BLACKROCK INC COM 09247X101 7466 8155 SH SOLE 8155 0 0 CMS ENERGY CORP COM 125896100 5464 84000 SH SOLE 84000 0 0 CHEVRON CORP NEW COM 166764100 3814 32500 SH SOLE 32500 0 0 CISCO SYS INC COM 17275R102 5070 80000 SH SOLE 80000 0 0 CITIZENS FINL GROUP COM 174610105 4772 101000 SH SOLE 101000 0 0 CLOROX CO DEL COM 189054109 872 5000 SH SOLE 5000 0 0 COCA COLA CO COM 191216100 7164 121000 SH SOLE 121000 0 0 DOMINION ENERGY INC COM 25746U109 2263 28800 SH SOLE 28800 0 0 EASTMAN CHEM CO COM 277432100 3784 31300 SH SOLE 31300 0 0 ENTERGY CORP NEW COM 29364G103 4427 39300 SH SOLE 39300 0 0 EVERSOURCE ENERGY COM 30040W108 1911 21000 SH SOLE 21000 0 0 EXELON CORP COM 30161N101 4713 81600 SH SOLE 81600 0 0 FIFTH THIRD BANCORP COM 316773100 5335 122500 SH SOLE 122500 0 0 FIRSTENERGY CORP COM 337932107 2512 60400 SH SOLE 60400 0 0 GILEAD SCIENCES INC COM 375558103 4378 60300 SH SOLE 60300 0 0 HOME DEPOT INC COM 437076102 4980 12000 SH SOLE 12000 0 0 HUNTINGTON BANCSHARE COM 446150104 5075 329100 SH SOLE 329100 0 0 HUNTSMAN CORP COM 447011107 4224 121100 SH SOLE 121100 0 0 INTEL CORP COM 458140100 4625 89800 SH SOLE 89800 0 0 INTERNATIONAL FLAVOR COM 459506101 3992 26500 SH SOLE 26500 0 0 INTERNATIONAL PAPER COM 460146103 3246 69100 SH SOLE 69100 0 0 INTERPUBLIC GROUP CO COM 460690100 4457 119000 SH SOLE 119000 0 0 JPMORGAN CHASE & CO COM 46625H100 5344 33750 SH SOLE 33750 0 0 JOHNSON & JOHNSON COM 478160104 6381 37300 SH SOLE 37300 0 0 JUNIPER NETWORKS INC COM 48203R104 1928 54000 SH SOLE 54000 0 0 KEYCORP COM 493267108 6223 269050 SH SOLE 269050 0 0 KIMBERLY-CLARK CORP COM 494368103 5002 35000 SH SOLE 35000 0 0 LOCKHEED MARTIN CORP COM 539830109 5889 16570 SH SOLE 16570 0 0 MCDONALDS CORP COM 580135101 5522 20600 SH SOLE 20600 0 0 MERCK & CO INC COM 58933Y105 5625 73400 SH SOLE 73400 0 0 METLIFE INC COM 59156R108 2825 45210 SH SOLE 45210 0 0 MICROSOFT CORP COM 594918104 1682 5000 SH SOLE 5000 0 0 MICROCHIP TECHNOLOGY COM 595017104 8140 93500 SH SOLE 93500 0 0 NEW JERSEY RES CORP COM 646025106 2234 54400 SH SOLE 54400 0 0 NEXTERA ENERGY INC COM 65339F101 12137 130000 SH SOLE 130000 0 0 NISOURCE INC COM 65473P105 3280 118795 SH SOLE 118795 0 0 NORTHERN TR CORP COM 665859104 4641 38800 SH SOLE 38800 0 0 OGE ENERGY CORP COM 670837103 2625 68400 SH SOLE 68400 0 0 OMNICOM GROUP INC COM 681919106 5200 70965 SH SOLE 70965 0 0 ONEOK INC NEW COM 682680103 2685 45700 SH SOLE 45700 0 0 PAYCHEX INC COM 704326107 10879 79700 SH SOLE 79700 0 0 PEPSICO INC COM 713448108 7817 45000 SH SOLE 45000 0 0 PFIZER INC COM 717081103 7322 124000 SH SOLE 124000 0 0 PHILLIPS 66 COM 718546104 5340 73689 SH SOLE 73689 0 0 PINNACLE WEST CAP CO COM 723484101 3805 53900 SH SOLE 53900 0 0 PROCTER AND GAMBLE C COM 742718109 6690 40900 SH SOLE 40900 0 0 PRUDENTIAL FINL INC COM 744320102 5201 48050 SH SOLE 48050 0 0 PUBLIC SVC ENTERPRIS COM 744573106 6566 98400 SH SOLE 98400 0 0 RAYTHEON TECHNOLOGIE COM 75513E101 3752 43600 SH SOLE 43600 0 0 REGIONS FINANCIAL CO COM 7591EP100 4173 191441 SH SOLE 191441 0 0 RESTAURANT BRANDS IN COM 76131D103 837 13800 SH SOLE 13800 0 0 SEMPRA COM 816851109 1019 7700 SH SOLE 7700 0 0 SOUTH JERSEY INDS IN COM 838518108 1254 48000 SH SOLE 48000 0 0 SPIRE INC COM 84857L101 4128 63300 SH SOLE 63300 0 0 STATE STR CORP COM 857477103 5608 60300 SH SOLE 60300 0 0 TARGET CORP COM 87612E106 9258 40000 SH SOLE 40000 0 0 TRUIST FINL CORP COM 89832Q109 6329 108100 SH SOLE 108100 0 0 VERIZON COMMUNICATIO COM 92343V104 6214 119600 SH SOLE 119600 0 0 WEC ENERGY GROUP INC COM 92939U106 6222 64100 SH SOLE 64100 0 0 WALMART INC COM 931142103 6077 42000 SH SOLE 42000 0 0 WASTE MGMT INC DEL COM 94106L109 8445 50600 SH SOLE 50600 0 0 WHIRLPOOL CORP COM 963320106 469 2000 SH SOLE 2000 0 0 WILLIAMS COS INC COM 969457100 4752 182500 SH SOLE 182500 0 0 XCEL ENERGY INC COM 98389B100 8172 120709 SH SOLE 120709 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 4951 47200 SH SOLE 47200 0 0 US BANCORP DEL COM NEW 902973304 4067 72400 SH SOLE 72400 0 0 ISHARES TR CORE S&P500 ETF 464287200 744 1560 SH SOLE 0 0 1560 VANGUARD TAX-MANAGED FTSE DEV MKT ETF 921943858 20792 407200 SH SOLE 0 0 407200 VANGUARD WHITEHALL F HIGH DIV YLD 921946406 31811 283750 SH SOLE 0 0 283750 VANGUARD INDEX FDS TOTAL STK MKT 922908769 214101 886767 SH SOLE 0 0 886767 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 11667 144335 SH SOLE 0 0 144335 ISHARES TR MSCI USA MIN VOL 46429B697 4605 56918 SH SOLE 0 0 56918 ISHARES TR CORE S&P TTL STK 464287150 768 7180 SH SOLE 0 0 7180 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 579 5120 SH SOLE 0 0 5120 SPDR SER TR PORTFOLIO S&P500 78464A854 784 14050 SH SOLE 0 0 14050 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 742 1700 SH SOLE 0 0 1700 ISHARES TR CORE MSCI EAFE 46432F842 3278 43922 SH SOLE 0 0 43922 ISHARES TR CORE MSCI INTL 46435G326 3286 48632 SH SOLE 0 0 48632