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Duke Energy (DUK)

Duke Energy is a leading energy company that operates primarily through two main segments: Electric Utilities and Infrastructure (EU&I) and Gas Utilities and Infrastructure (GU&I). The company is engaged in providing regulated electric utilities and natural gas services across various regions, including the Carolinas, Florida, the Midwest, Ohio, and Kentucky. Duke Energy focuses on delivering reliable, affordable, and increasingly clean energy, with significant investments in modernizing infrastructure and expanding efficiency and demand management programs .

  1. Electric Utilities and Infrastructure (EU&I) - Provides regulated electric utilities in the Carolinas, Florida, and the Midwest, and invests in electric transmission infrastructure and offshore wind contracts.
  2. Gas Utilities and Infrastructure (GU&I) - Comprises natural gas local distribution companies in Ohio and Kentucky, along with investments in natural gas storage, midstream pipeline, and renewable natural gas.

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NamePositionExternal RolesShort Bio

Lynn J. Good

ExecutiveBoard

Chair and Chief Executive Officer

None mentioned

Lynn J. Good is the Chair and CEO of Duke Energy. She has been in this role since 2013 and leads the company’s strategy and operations.

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Cynthia S. Lee

Executive

Vice President, Chief Accounting Officer, and Controller

None mentioned

Cynthia S. Lee joined Duke Energy in 2002 and became VP, Chief Accounting Officer, and Controller in May 2021. She previously served as Director of Investor Relations.

Harry K. Sideris

Executive

President and Chief Executive Officer

None mentioned

Harry K. Sideris has been with Duke Energy for 29 years and became President and CEO effective April 1, 2025.

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Julia S. Janson

Executive

Executive Vice President and Chief Executive Officer, Duke Energy Carolinas

None mentioned

Julia S. Janson has been with Duke Energy since 2012 and became EVP and CEO of Duke Energy Carolinas in May 2021.

Kodwo Ghartey-Tagoe

Executive

Executive Vice President, Chief Legal Officer, and Corporate Secretary

None mentioned

Kodwo Ghartey-Tagoe joined Duke Energy in 2002 and became EVP and Chief Legal Officer in October 2019. He previously served as President of South Carolina operations.

Louis E. Renjel

Executive

Executive Vice President, External Affairs and Communications

None mentioned

Louis E. Renjel joined Duke Energy in 2017 and became EVP of External Affairs and Communications in March 2023.

R. Alexander Glenn

Executive

Executive Vice President and Chief Executive Officer, Duke Energy Florida and Midwest

None mentioned

R. Alexander Glenn joined Duke Energy in 2012 and became EVP and CEO of Florida and Midwest operations in March 2023.

Steven K. Young

Executive

Executive Vice President and Chief Commercial Officer

None mentioned

Steven K. Young joined Duke Energy in 1980 and became EVP and Chief Commercial Officer in September 2022.

T. Preston Gillespie

Executive

Executive Vice President, Chief Generation Officer, and Head of Enterprise Operational Excellence

None mentioned

T. Preston Gillespie has been with Duke Energy since 1987. He oversees generation strategy and operational excellence.

Annette K. Clayton

Board

Director

NXP Semiconductors (Board Member), Nordson Corporation (Board Member effective April 1, 2024)

Annette K. Clayton joined Duke Energy’s board in 2019. She is the former CEO of Schneider Electric North America.

Derrick Burks

Board

Director

Equity LifeStyle Properties (Board Member), Kite Realty Group Trust (Board Member)

Derrick Burks joined Duke Energy’s board in 2022. He is a retired managing partner of Ernst & Young’s Indianapolis office.

E. Marie McKee

Board

Director

None mentioned

E. Marie McKee joined Duke Energy’s board in 2012. She is a retired SVP of Human Resources and President of Steuben Glass at Corning Incorporated.

Idalene F. Kesner

Board

Director

Berry Global Group (Board Member), Olympic Steel (Board Member), Lincoln Industries (Board of Advisors)

Idalene F. Kesner joined Duke Energy’s board in 2021. She is Dean Emerita of the Indiana University Kelley School of Business.

John T. Herron

Board

Director

Ontario Power Generation (Board Member)

John T. Herron joined Duke Energy’s board in 2013. He is a retired President, CEO, and Chief Nuclear Officer of Entergy Nuclear.

Michael J. Pacilio

Board

Director

None mentioned

Michael J. Pacilio joined Duke Energy’s board in 2021. He is a retired EVP and COO of Exelon Generation.

Nicholas C. Fanandakis

Board

Director

FTI Consulting (Board Member), ITT Inc. (Board Member, not standing for re-election after May 2024)

Nicholas C. Fanandakis joined Duke Energy’s board in 2019. He is a retired EVP and CFO of DuPont.

Theodore F. Craver Jr.

Board

Independent Lead Director (transitioning to Independent Chair on April 1, 2025)

Wells Fargo & Company (Board Member), Blackstone (Senior Advisor), Bain & Company (Senior Advisor)

Ted Craver has been a director at Duke Energy since 2017 and is the current Independent Lead Director. He is a retired Chairman, President, and CEO of Edison International.

Thomas E. Skains

Board

Director

National Fuel Gas Company (Board Member), Truist Financial Corporation (Board Member)

Thomas E. Skains joined Duke Energy’s board in 2016. He is the retired Chairman, President, and CEO of Piedmont Natural Gas.

  1. With your expectation of increased capital expenditures due to grid hardening and generation investments, how do you plan to finance these without issuing additional equity, and what will be the impact on your balance sheet and credit metrics?
  2. Considering the impact of the three recent hurricanes on your earnings and the lack of recovery mechanisms for lost revenues, how will these storms affect your near-term earnings and FFO to debt ratios, and what specific mitigation measures are you implementing to offset these impacts?
  3. As you prepare to file updated resource plans in the Carolinas next year, especially with potential deferrals of natural gas additions, how might changes in resource planning affect your long-term generation mix and capital expenditures?
  4. Given the significant risks associated with first-of-a-kind SMR projects, how do you plan to manage these risks and protect investors and customers from potential cost overruns and balance sheet impacts?
  5. With a slower rebound in certain industrial sectors and recovery timing shifting into 2025, how confident are you in achieving load growth at the top end of your 1.5% to 2% CAGR through 2028, and what steps are you taking to address this slowdown?
YearAmount Due (in millions)Debt TypeInterest Rate (%)% of Total Debt
20253,597Unsecured and Secured DebtVarious (0.900% - 6.900%) 4.5% = (3,597 / 80,121) * 100
2027600Unsecured Debt4.850% 0.7% = (600 / 80,121) * 100
2029650Unsecured Debt4.850% 0.8% = (650 / 80,121) * 100
2031815Unsecured Debt5.648% 1.0% = (815 / 80,121) * 100
2034750Unsecured Debt5.450% 0.9% = (750 / 80,121) * 100
2035375Unsecured Debt5.100% 0.5% = (375 / 80,121) * 100
2054750Unsecured Debt5.800% 0.9% = (750 / 80,121) * 100
2073200First Mortgage Bonds5.005% 0.2% = (200 / 80,121) * 100
2074173First Mortgage Bonds5.008% 0.2% = (173 / 80,121) * 100
NameStart DateEnd DateReason for Change
Deloitte & Touche LLP1947 PresentCurrent auditor

Notable M&A activity and strategic investments in the past 3 years.

CompanyYearDetails

Duke Energy Indiana, LLC

2022

Completed minority investment where DEI Holdco issued additional membership interests equal to 8.85% for $1,025,000,000 on December 22, 2022, adding to an earlier 11.05% purchase and resulting in a 19.9% total stake. The transaction was executed under an Investment Agreement with Epsom Investment Pte. Ltd., an affiliate of GIC, aligning with strategic investment plans.

Recent press releases and 8-K filings for DUK.

Duke Energy announces Q3 2025 results
DUK
Earnings
Guidance Update
New Projects/Investments
  • Duke Energy reported adjusted EPS of $1.81 for Q3 2025, up from $1.62 a year ago, and narrowed its full-year guidance to $6.25–$6.35.
  • The company outlined a $95–$105 billion five-year capital plan to add over 13 GW of capacity, reaffirming 5–7% EPS growth through 2029 with top-half performance from 2028.
  • Duke signed 3 GW of electric service agreements with data centers and secured $11 billion in other commercial and industrial commitments, supporting accelerated load growth.
  • Financial actions include North Carolina storm securitization bonds (South Carolina expected by year-end) and full recovery of Florida storm costs by Feb 2026 (−$40/month customer bills), targeting >14% FFO/debt in 2025 and 15% long-term.
17 hours ago
Duke Energy reports Q3 2025 results and updates guidance
DUK
Earnings
Guidance Update
New Projects/Investments
  • Adjusted EPS of $1.81, up 11% year-over-year from $1.62, and narrowed full-year 2025 EPS guidance to $6.25–$6.35
  • Reaffirmed long-term EPS growth goal of 5–7% through 2029, with confidence in the top half of the range starting in 2028
  • Raised five-year capital plan to $95–$105 billion to fund an ambitious 13 GW generation and grid modernization build
  • Secured ~3 GW of data center ESAs and $11 billion of industrial commitments, supporting 25,000 jobs in 2025
  • Issued/planned storm securitization bonds in the Carolinas to save customers up to 18%, targeting >14% FFO/debt in 2025 and 15% long-term
18 hours ago
Duke Energy reports Q3 2025 results and updates five-year capital plan
DUK
Earnings
Guidance Update
New Projects/Investments
  • Duke Energy delivered adjusted EPS of $1.81, up 11% year-over-year, and narrowed full-year EPS guidance to $6.25–$6.35.
  • Revised five-year capital plan increased to $95–$105 billion, funding a record generation build of >13 GW over the next five years.
  • Reaffirmed long-term EPS growth target of 5–7% through 2029, with confidence to earn in the top half of that range beginning in 2028.
  • Expect >14% FFO-to-debt by year-end 2025 and are targeting 15% long-term, with 30–50% of incremental capital funded by equity to preserve credit quality.
  • Economic development momentum includes 3 GW of signed data-center ESAs and $11 billion in commercial/industrial commitments in 2025, supporting 25,000 new jobs.
20 hours ago
Duke Energy reports Q3 2025 results
DUK
Earnings
Guidance Update
New Projects/Investments
  • Duke Energy delivered adjusted EPS of $1.81, up from $1.62 a year ago, representing 11% year-over-year growth in Q3 2025.
  • The company narrowed full-year 2025 EPS guidance to $6.25–$6.35 and reaffirmed its long-term EPS growth target of 5%–7% through 2029, with the top half of that range expected beginning in 2028.
  • Duke Energy’s five-year capital plan was increased to $95 billion–$105 billion, primarily to support an ambitious generation build that will add over 13 GW of capacity and drive more than 8.5% earnings base growth through 2030.
  • In 2025, Duke signed ~3 GW of energy service agreements with data centers and secured $11 billion in capital commitments from other commercial and industrial customers, underpinning projected load growth and job creation.
  • The company issued North Carolina storm securitization bonds—projected to save customers up to 18% versus traditional recovery—and expects South Carolina bonds by year-end; Duke Energy targets >14% FFO/debt by year-end and 15% long-term.
20 hours ago
Duke Energy announces Q3 2025 results
DUK
Earnings
Guidance Update
New Projects/Investments
  • Reported and adjusted Q3 2025 EPS of $1.81, up from $1.62 in Q3 2024; YTD adjusted EPS of $4.81 vs. $4.24 a year ago.
  • Narrowed 2025 adjusted EPS guidance to $6.25–$6.35 and reaffirmed a 5–7% EPS growth rate through 2029, targeting the top half of the range beginning in 2028.
  • Unveiled a $95 billion 2026–2030 capital plan (up from $87 billion for 2025–2029) and expects earnings base growth of ~8.5%+.
  • Strengthened balance sheet by issuing ~$1 billion of North Carolina storm securitization bonds, targeting 14%+ FFO/Debt by end-2025 and maintaining a 3.4% dividend yield.
1 day ago
Duke Energy reports third-quarter 2025 results
DUK
Earnings
Guidance Update
New Projects/Investments
  • Duke Energy delivered reported and adjusted EPS of $1.81 in Q3 2025, a year-over-year increase of over 11% from adjusted EPS of $1.62 in Q3 2024.
  • The company narrowed its 2025 adjusted EPS guidance to $6.25–$6.35 and reaffirmed a long-term adjusted EPS growth target of 5%–7% through 2029.
  • Electric Utilities & Infrastructure posted Q3 2025 adjusted segment income of $1,658 M (versus $1,464 M in Q3 2024), Gas Utilities & Infrastructure recorded an adjusted loss of $26 M (flat YoY), and Other’s adjusted loss widened to $225 M from $206 M.
  • The consolidated adjusted effective tax rate improved to 10.8% in Q3 2025 from 11.6% in Q3 2024.
  • Duke Energy plans to announce a $95–$105 billion capital investment plan for 2026–2030 in February.
1 day ago
Duke Energy Progress outlines partial settlement in South Carolina rate case
DUK
Legal Proceedings
  • On June 12, 2025, DEP filed a South Carolina base rate case requesting a $75 million increase (12.1%); the proposed Stipulation reduces this to approximately $40 million annually (6.5% average increase net of $10 million PTC flow-back).
  • The Stipulation includes a 9.99% return on equity, 7.2% overall rate of return, and a $2.2 billion South Carolina retail rate base.
  • It supports increasing the annual storm reserve funding from $3 million to $6 million and implements a pension cost rider to minimize volatility.
  • The agreement is subject to PSCSC approval, with an evidentiary hearing commencing on October 29, 2025, and DEP requesting rates go into effect by February 1, 2026.
Oct 29, 2025, 10:15 PM
Duke Energy highlights global clean energy surge
DUK
Product Launch
New Projects/Investments
  • A global wave of technological breakthroughs in renewables and storage, combined with tightening ESG frameworks, is accelerating the energy transition.
  • Duke Energy launched the US’s first fully integrated green hydrogen system in Florida, pairing production, storage, and power generation to reinforce grid stability.
  • Researchers achieved 50% conversion rates for silicon solar cells, a leap that could halve costs and double output per area.
  • Major clean energy investments include a $700 million solar and storage JV in Uzbekistan and a $340 million solar-storage project near Tucson.
  • Governments are moving to binding climate compliance, from carbon pricing proposals and a 2040 landfill organics phase-out to IMO net-zero shipping targets.
Oct 9, 2025, 5:47 PM
Duke Energy files 2025 Carolinas Resource Plan
DUK
Guidance Update
New Projects/Investments
  • Duke Energy filed its biennial 2025 Carolinas Resource Plan, projecting customer bill impacts of 2.1% annually over the next decade, below inflation.
  • The plan addresses electricity demand expected to grow at eight times the prior 15-year rate across North and South Carolina.
  • Proposed updates include evaluating both large light-water reactors and SMRs for in-service by 2037, maintaining five combined-cycle units, increasing peaker CTs to seven, and targeting 4,000 MW solar and 5,600 MW battery storage by 2034.
  • Duke Energy Carolinas (20,800 MW, 2.9 million customers) and Duke Energy Progress (13,800 MW, 1.8 million customers) will implement the plan pending regulatory approvals, with hearings in 2026.
Oct 1, 2025, 12:00 PM
Duke Energy completes issuance of senior notes
DUK
Debt Issuance
  • On September 11, 2025, Duke Energy Corporation consummated the sale of $1,000,000,000 aggregate principal amount of 4.95% Senior Notes due 2035 and $750,000,000 aggregate principal amount of 5.70% Senior Notes due 2055.
  • The notes were sold to underwriters Citigroup Global Markets, Goldman Sachs, Mizuho, MUFG, PNC, Truist and Wells Fargo at discounts to their principal amounts under an underwriting agreement dated September 8, 2025.
  • The Securities were issued pursuant to the Indenture dated June 3, 2008, as amended by the Thirty-fifth Supplemental Indenture dated September 11, 2025.
  • Exhibits filed include the Supplemental Indenture, the Underwriting Agreement and a legal opinion on the validity of the Securities for incorporation into the Company’s Form S-3 registration statement.
Sep 11, 2025, 8:25 PM