Other

Equity method investments (Note 11)

Duke Energy Equity method investments (Note 11) decreased by 7.0% to $332.00M in Q2 2025 compared to the prior quarter. Year-over-year, this metric declined by 31.3%, from $483.00M to $332.00M. Over 4 years (FY 2020 to FY 2024), Equity method investments (Note 11) shows a downward trend with a -22.1% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2024
Last reportedQ4 2025

How to read this metric

Growth indicates strategic expansion into partnerships, while a decline may signal divestment or poor performance of the investee.

Detailed definition

This represents the company's investment in entities where it exercises significant influence but does not have full con...

Peer comparison

Common in the mining sector for joint ventures; peers often use this to share risk in large-scale projects.

Metric ID: other_equity_method_investments

Historical Data

17 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25
Value$938.00M$951.00M$970.00M$976.00M$983.00M$951.00M$455.00M$465.00M$479.00M$505.00M$492.00M$502.00M$483.00M$477.00M$353.00M$357.00M$332.00M
QoQ Change+1.4%+2.0%+0.6%+0.7%-3.3%-52.2%+2.2%+3.0%+5.4%-2.6%+2.0%-3.8%-1.2%-26.0%+1.1%-7.0%
YoY Change+4.8%+0.0%-53.1%-52.4%-51.3%-46.9%+8.1%+8.0%+0.8%-5.5%-28.3%-28.9%-31.3%
Range$332.00M$983.00M
CAGR-22.9%
Avg YoY Growth-21.2%
Median YoY Growth-28.3%

Business Segments

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Equity method investments (Note 11) at Other Companies

Frequently Asked Questions

What is Duke Energy's equity method investments (note 11)?
Duke Energy (DUK) reported equity method investments (note 11) of $332.00M in Q2 2025.
How has Duke Energy's equity method investments (note 11) changed year-over-year?
Duke Energy's equity method investments (note 11) decreased by 31.3% year-over-year, from $483.00M to $332.00M.
What is the long-term trend for Duke Energy's equity method investments (note 11)?
Over 4 years (2020 to 2024), Duke Energy's equity method investments (note 11) has grown at a -22.1% compound annual growth rate (CAGR), from $961.00M to $353.00M.
What does equity method investments (note 11) mean?
Investments in companies where the firm has significant influence but not control.