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Non-Current Assets

Special Use Funds

Duke Energy Special Use Funds increased by 7.7% to $12.11B in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 10.6%, from $10.94B to $12.11B. Over 4 years (FY 2020 to FY 2024), Special Use Funds shows an upward trend with a 5.8% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ2 2025Aug 5, 2025

How to read this metric

Adequacy of these funds is critical for risk management; growth in these funds generally aligns with the accumulation of long-term environmental or decommissioning liabilities.

Detailed definition

These are restricted assets set aside to cover specific future liabilities, such as nuclear decommissioning costs or env...

Peer comparison

Standard for utilities with nuclear or coal-fired generation; peers will report similar 'Nuclear Decommissioning Trusts' or 'Restricted Environmental Funds'.

Metric ID: special_use_funds

Historical Data

17 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25
Value$9.89B$9.86B$10.4B$9.83B$8.57B$8.12B$8.64B$9.12B$9.57B$9.25B$10.14B$10.78B$10.94B$11.51B$11.43B$11.25B$12.11B
QoQ Change-0.3%+5.5%-5.5%-12.8%-5.3%+6.3%+5.6%+4.8%-3.3%+9.7%+6.2%+1.6%+5.2%-0.7%-1.6%+7.7%
YoY Change-13.3%-17.6%-17.0%-7.2%+11.6%+13.8%+17.4%+18.1%+14.4%+24.5%+12.7%+4.4%+10.6%
Range$8.12B$12.11B
CAGR+5.2%
Avg YoY Growth+5.6%
Median YoY Growth+11.6%

Frequently Asked Questions

What is Duke Energy's special use funds?
Duke Energy (DUK) reported special use funds of $12.11B in Q2 2025.
How has Duke Energy's special use funds changed year-over-year?
Duke Energy's special use funds increased by 10.6% year-over-year, from $10.94B to $12.11B.
What is the long-term trend for Duke Energy's special use funds?
Over 4 years (2020 to 2024), Duke Energy's special use funds has grown at a 5.8% compound annual growth rate (CAGR), from $9.11B to $11.43B.
What does special use funds mean?
Restricted assets held in trust to cover specific future obligations like environmental cleanup or decommissioning.