Non-Current Liabilities
Deferred Tax Liabilities - Investments
Duke Energy Deferred Tax Liabilities - Investments increased by 16.7% to $2.11B in Q4 2024 compared to the prior quarter. Over 2 years (FY 2022 to FY 2024), Deferred Tax Liabilities - Investments shows an upward trend with a 12.5% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Liabilities
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ4 2024Feb 27, 2025
How to read this metric
An increase reflects growth in the unrealized gains of the investment portfolio, indicating potential future tax obligations upon realization.
Detailed definition
This represents the tax liability arising from the difference between the book value and the tax basis of investments. I...
Peer comparison
Comparable to other large-cap utilities that hold equity stakes or joint ventures in energy projects.
Metric ID:
dtl_investmentsHistorical Data
3 periods
| Q4 '22 | Q4 '23 | Q4 '24 | |
|---|---|---|---|
| Value | $1.67B | $1.81B | $2.11B |
| QoQ Change | — | +8.4% | +16.7% |
| YoY Change | — | +8.4% | +16.7% |
Range$1.67B – $2.11B
Avg YoY Growth+12.6%
Median YoY Growth+12.6%
Current Streak2+ quarters growth
Deferred Tax Liabilities - Investments at Other Companies
Frequently Asked Questions
- What is Duke Energy's deferred tax liabilities - investments?
- Duke Energy (DUK) reported deferred tax liabilities - investments of $2.11B in Q4 2024.
- What is the long-term trend for Duke Energy's deferred tax liabilities - investments?
- Over 2 years (2022 to 2024), Duke Energy's deferred tax liabilities - investments has grown at a 12.5% compound annual growth rate (CAGR), from $1.67B to $2.11B.
- What does deferred tax liabilities - investments mean?
- Future tax payments expected to be triggered by the eventual sale or disposal of investment assets.