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 2025Aug 5, 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_assetsHistorical Data
17 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $47.76B | $47.34B | $54.11B | $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% | +14.3% | -11.5% | -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% | -1.8% | +11.9% | +11.8% | +9.9% | -8.1% | -7.3% | -6.8% | -4.1% | +2.6% | +0.3% | +4.1% |
Range$46.97B – $54.11B
CAGR+1.6%
Avg YoY Growth+0.9%
Median YoY Growth+0.3%
Investments and sundry assets at Other Companies
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.