13F Insight
DOSSIER · 13F-HR · Q2 2026

OPUS INVESTMENT MANAGEMENT INC

$183M in tracked AUM across 31 positions as of Q2 2026.

OI
CIK 0001097833 · last filed Jun 30, 2026
Total AUM
$183M
as of Q2 2026
Holdings
31
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

OPUS INVESTMENT MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$59M159K32.1%02
WMT
WALMART INC
$11M95K5.9%03
ABBV
ABBVIE INC
$10M42K5.7%04
AAPL
APPLE INC
$9M32K5.1%05
XEL
XCEL ENERGY INC
$7M92K4.0%06
JNJ
JOHNSON & JOHNSON
$7M27K3.7%07
PEG
PUBLIC SVC ENTERPRISE GROUP
$7M81K3.6%08
SPYM
SPDR SERIES TRUST
$6M67K3.2%09
MCHP
MICROCHIP TECHNOLOGY INC.
$6M63K3.1%10
NEE
NEXTERA ENERGY INC
$5M60K2.9%

Filing history

2026Q2Jun 30
$183M▲ 9.2%
31 positionsView →2026Q1Mar 31
$168M▲ 2.0%
30 positionsView →2025Q4Dec 31
$164M▲ 1.9%
29 positionsView →2025Q3Sep 30
$161M▲ 7.2%
29 positionsView →2025Q2Jun 30
$150M▲ 7.3%
29 positionsLocked2025Q1Mar 31
$140M▲ 3.6%
30 positionsLocked2024Q4Dec 31
$135M▼ 4.9%
29 positionsLocked2024Q3Sep 30
$142M▼ 8.1%
30 positionsLocked2024Q2Jun 30
$155M▲ 1.1%
38 positionsLocked2024Q1Mar 31
$153M▼ 12.1%
38 positionsLocked2023Q4Dec 31
$174M▲ 7.3%
40 positionsLocked2023Q3Sep 30
$162M▼ 41.6%
41 positionsLocked
Showing 12 of 82