Non-Current Assets

Investments and sundry assets

Duke Energy Investments and sundry assets increased by 2.2% to $50.92B in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.1%, from $48.92B to $50.92B. Over 4 years (FY 2020 to FY 2024), Investments and sundry assets shows relatively stable performance with a 1.6% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ2 2025

How to read this metric

An increase may suggest the company is deploying excess capital into financial instruments or strategic long-term investments outside of core utility operations.

Detailed definition

This category aggregates long-term financial investments and other assets not classified as utility plant or operating a...

Peer comparison

Comparable to 'Other Investments' or 'Long-term Financial Assets' at peer utility and energy companies.

Metric ID: non_current_assets_investments_and_other_noncurrent_assets

Historical Data

17 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25
Value$47.76B$47.34B$48.24B$47.86B$46.97B$47.46B$53.12B$53.58B$52.51B$52.17B$48.81B$49.69B$48.92B$50.03B$50.09B$49.83B$50.92B
QoQ Change-0.9%+1.9%-0.8%-1.9%+1.0%+11.9%+0.9%-2.0%-0.7%-6.4%+1.8%-1.5%+2.3%+0.1%-0.5%+2.2%
YoY Change-1.6%+0.3%+10.1%+11.9%+11.8%+9.9%-8.1%-7.3%-6.8%-4.1%+2.6%+0.3%+4.1%
Range$46.97B$53.58B
CAGR+1.6%
Avg YoY Growth+1.8%
Median YoY Growth+0.3%

Frequently Asked Questions

What is Duke Energy's investments and sundry assets?
Duke Energy (DUK) reported investments and sundry assets of $50.92B in Q2 2025.
How has Duke Energy's investments and sundry assets changed year-over-year?
Duke Energy's investments and sundry assets increased by 4.1% year-over-year, from $48.92B to $50.92B.
What is the long-term trend for Duke Energy's investments and sundry assets?
Over 4 years (2020 to 2024), Duke Energy's investments and sundry assets has grown at a 1.6% compound annual growth rate (CAGR), from $46.92B to $50.09B.
What does investments and sundry assets mean?
A collection of long-term financial investments and other non-operating assets.