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Equity method investments (Note 11)

Duke Energy Equity method investments (Note 11) decreased by 7.0% to $332M in Q2 2025 compared to the prior quarter. Year-over-year, this metric declined by 31.3%, from $483M to $332M. Over 4 years (FY 2020 to FY 2024), Equity method investments (Note 11) shows a downward trend with a -22.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2016
Last reportedQ2 2025Aug 5, 2025

How to read this metric

Growth indicates strategic expansion into new markets or technologies via partnerships, while declines may signal divestitures or poor performance of the investee.

Detailed definition

These represent investments in entities where the company exercises significant influence but does not have a controllin...

Peer comparison

Common in energy companies involved in joint infrastructure projects; comparable to 'Investments in Unconsolidated Affiliates' at peers.

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$938M$951M$457M$976M$983M$951M$455M$465M$479M$505M$492M$502M$483M$477M$353M$357M$332M
QoQ Change+1.4%-51.9%+113.6%+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%-0.4%-52.4%-51.3%-46.9%+8.1%+8.0%+0.8%-5.5%-28.3%-28.9%-31.3%
Range$332M$983M
CAGR-22.9%
Avg YoY Growth-17.2%
Median YoY Growth-5.5%

Business Segments

View all
SegmentQ4 '21Q4 '22Q4 '23Q4 '24
Gas Utilitiesand Infrastructure$231M$240M$259M$186M
Electric Utilitiesand Infrastructure$104M$99M$97M$28M
Other$136M
Total$457M$455M$492M$353M

Frequently Asked Questions

What is Duke Energy's equity method investments (note 11)?
Duke Energy (DUK) reported equity method investments (note 11) of $332M 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 $483M to $332M.
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 $961M to $353M.
What does equity method investments (note 11) mean?
Investments in other companies where the firm has significant influence but not full control.