Pension Fund

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Duke Energy Company Pension Plan

The Duke Energy Company Pension Plan was established on January 1, 2018, through restructuring that combined portions of existing retirement arrangements into...

Duke Energy Company Pension Plan logo

Duke Energy Company Pension Plan

The Duke Energy Company Pension Plan was established on January 1, 2018, through restructuring that combined portions of existing retirement arrangements into a single defined benefit plan. It operates as a closed plan with no new participants admitted. Lynn J. Good held the Chair and CEO role at the time of formation. The plan maintains standard pension management practices with risk oversight led by Nick Giaimo as SVP, Treasurer and Chief Risk Officer. Brookfield Asset Management participates through its 19.7 percent indirect stake in Duke Energy Florida stemming from the $6 billion investment. No specific asset-class allocations, co-investors, or geographic deployment details beyond the Florida holding are publicly disclosed. Harry K. Sideris assumed the President and CEO role effective April 2025. The plan sits alongside Duke Energy Real Estate Holdings and the Duke Energy Common Stock Fund. The Duke Energy Foundation operates as the company's separate philanthropic vehicle.

General information

Firm type

Pension Fund

Year founded

2018

Location

Region

North America

Country

United States

City

Charlotte

Corporate office

Charlotte, NC, United States

Principals

Lynn J. Good

Retiring Chair and CEO of Duke Energy

Harry K. Sideris

President and CEO of Duke Energy

Nick Giaimo

SVP, Treasurer and Chief Risk Officer

Frequently asked questions

Who runs investment decisions at Duke Energy Company Pension Plan?

Nick Giaimo, SVP, Treasurer and Chief Risk Officer, holds responsibility for pension risk oversight. Harry K. Sideris serves as President and CEO effective April 2025. Lynn J. Good retired as Chair and CEO.

How is Duke Energy Company Pension Plan related to Brookfield Asset Management?

Brookfield holds a 19.7 percent indirect equity interest in Duke Energy Florida through a $6 billion investment.

When was the Duke Energy Company Pension Plan created?

The plan was created on January 1, 2018, via spin-off and merger of portions of prior retirement plans.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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