OPUS INVESTMENT MANAGEMENT INC
Position in PEG — Public Service Enterprise Group Inc
CIK 1097833
WORCESTER, MA
Position in PEG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,533,380
+$16,905 QoQ
Shares Held
80,500
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
5.85%
of 13F equity value
Holder Rank
#232
of 1,302 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OPUS INVESTMENT MANAGEMENT INC holds $25,797,536 across 6 Utilities - Regulated Electric names. PEG ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
91,709 | $7,364,232 | |
| 2 | PEG |
Public Service Enterprise Group Inc
This page
|
80,500 | $6,533,380 | |
| 3 | NEE |
Nextera Energy Inc
|
60,000 | $5,266,200 | |
| 4 | EXC |
Exelon Corp
|
56,000 | $2,610,720 | |
| 5 | LNT |
Alliant Energy Corp
|
32,678 | $2,493,004 | |
| 6 | CMS |
Cms Energy Corp
|
20,000 | $1,530,000 |
All Filings in PEG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,533,380 | 80,500 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,516,475 | 80,500 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,464,150 | 80,500 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,718,530 | 80,500 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $6,776,490 | 80,500 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,625,150 | 80,500 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,801,445 | 80,500 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $7,181,405 | 80,500 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,932,850 | 80,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,375,790 | 80,500 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,922,575 | 80,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,581,255 | 80,500 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,160,824 | 98,400 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,145,080 | 98,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,028,968 | 98,400 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,533,032 | 98,400 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,226,752 | 98,400 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,888,000 | 98,400 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,566,232 | 98,400 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,992,560 | 98,400 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $5,878,416 | 98,400 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,924,664 | 98,400 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,736,720 | 98,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,403,144 | 98,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,837,344 | 98,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,419,144 | 98,400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||