Every material Form 8-K Duke Energy has filed with the SEC since May 05, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Duke Energy reported third-quarter 2026 reported and adjusted EPS of $1.99, up from $1.81 in the prior-year period, driven by infrastructure investment recovery and favorable weather. The company also narrowed its full-year 2026 adjusted EPS guidance range to $6.70 to $6.80.
Third-quarter 2026 reported and adjusted EPS was $1.99 compared to $1.81 in the third quarter of 2025.
The full-year 2026 adjusted EPS guidance range was narrowed to $6.70 to $6.80.
Electric Utilities and Infrastructure segment income rose to $1,817 million for the third quarter of 2026.
Duke Energy's board appointed Joyce Mullen as a non-employee director effective September 28, 2026, with her term running to the 2027 annual meeting. She also joins the Audit Committee and the Operations and Nuclear Oversight Committee, and the board has determined she is independent. The change adds a director with technology and executive experience but involves no financial results or guidance.
Joyce Mullen appointed to the board by the Board on September 24, 2026, effective September 28, 2026
Mullen joins the Audit Committee and the Operations and Nuclear Oversight Committee
Mullen retired as president and CEO of Insight Enterprises in April 2026 and remains there as executive vice president of strategic development
She is subject to the director stock ownership guideline of $700,000
Duke Energy reported second-quarter 2026 reported EPS of $1.38 and adjusted EPS of $1.43, up from $1.25 in the second quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Second-quarter 2026 reported EPS was $1.38 and adjusted EPS was $1.43, compared with $1.25 for both measures in the second quarter of 2025.
Reported results include $39 million after tax, or $0.05 per share, in charges related to regulatory settlements, excluded from adjusted EPS.
Electric Utilities and Infrastructure adjusted segment income was $1,310 million, compared with $1,194 million a year earlier.
2026 adjusted EPS guidance of $6.55 to $6.80 was reaffirmed; the long-term adjusted EPS growth rate of 5% to 7% through 2030 was also reaffirmed.
Duke Energy reported first-quarter 2026 reported EPS of $1.97 and adjusted EPS of $1.93, up from $1.76 in both measures for the first quarter of 2025. The company reaffirmed its 2026 adjusted EPS guidance of $6.55 to $6.80, which matters to shareholders because it signals the company still expects its full-year outlook to hold.
Reported EPS was $1.97 versus $1.76 a year earlier; adjusted EPS was $1.93 versus $1.76
Reported results include a $150 million after-tax charge for legal and regulatory settlements and $171 million after-tax gains from asset sales
2026 adjusted EPS guidance of $6.55 to $6.80 reaffirmed; long-term adjusted EPS growth rate of 5% to 7% through 2030 unchanged
Electric Utilities and Infrastructure adjusted segment income was $1,404 million versus $1,276 million in the first quarter of 2025
Duke Energy's subsidiary Piedmont Natural Gas closed the sale of its Tennessee natural gas distribution business to Spire on March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments. Duke said about $800 million will repay Piedmont debt and the remaining $1.5 billion, net of tax, will help fund its five-year capital plan of $103 billion.
Sale closed March 31, 2026, for $2.48 billion in cash, subject to customary purchase price adjustments.
About $800 million of proceeds will pay down debt at Piedmont Natural Gas; $1.5 billion, net of tax, will help fund a $103 billion five-year capital plan.
The business included nearly 3,800 miles of distribution and transmission pipelines serving more than 200,000 customers, with operations remaining in the Greater Nashville area.
Unaudited pro forma 2025 statements show a $693 million gain on sale, as if the deal had closed January 1, 2025; the filing notes the actual gain will depend on closing book value.
Duke Energy Corporation and six of its subsidiaries signed Amendment No. 3 and Consent to their existing credit agreement on March 16, 2026, with Wells Fargo Bank as administrative agent. The amendment, among other changes, pushes the facility's termination date from March 16, 2030 to March 16, 2031, which gives the group more time before the facility must be repaid or renewed.
Amendment No. 3 and Consent dated March 16, 2026, amends the Amended and Restated Credit Agreement dated March 18, 2022
Termination date of the credit facility extended from March 16, 2030 to March 16, 2031
Borrowers include Duke Energy Corporation, Duke Energy Carolinas, Duke Energy Florida, Duke Energy Indiana, Duke Energy Kentucky, Duke Energy Ohio, Duke Energy Progress and Piedmont Natural Gas
Filing does not state the facility size or pricing changes
Duke Energy entered into an Equity Distribution Agreement on March 6, 2026, creating an at-the-market program under which it may sell up to $6 billion of common stock over time through a group of sales agents. The company may also enter forward sale agreements with forward purchasers, under which it expects to receive proceeds only when those agreements settle, so the share count and future proceeds depend on how and when the program is used.
Program covers up to $6 billion aggregate sales price of common stock, par value $0.001 per share, sold from time to time.
Sales agents receive commissions of up to 1.00% of the sales price of shares sold through them.
Company will not initially receive proceeds from borrowed shares sold under forward sale agreements; it expects proceeds upon future physical settlement.
Filing is dated March 6, 2026; agreement and form forward sale agreements are filed as Exhibits 99.1, 10.1 and 10.2.
On March 3, 2026, in connection with the First Closing, Duke Energy's subsidiaries and an unnamed investor entered an amended and restated operating agreement for Florida Progress, LLC. The agreement gives the investor limited governance rights tied to its anticipated 19.7% ownership and sets out investor protections, including approval rights over certain major decisions and a right to require Progress Energy to buy the investor's interests under specified circumstances.
Investor's anticipated ownership of Florida Progress is 19.7%
Board of Florida Progress will have 11 managers: two nominated by the investor and nine by Progress Energy
Investor can require Progress Energy to acquire its membership interests in certain circumstances, subject to minimum ownership thresholds
Full agreement filed as Exhibit 10.1, dated March 3, 2026
Duke Energy reported fourth-quarter 2025 adjusted EPS of $1.50, down from $1.66 a year earlier, as higher O&M, interest expense and depreciation outweighed infrastructure cost recovery. For full-year 2025, adjusted EPS rose to $6.31 from $5.90, and the company introduced 2026 adjusted EPS guidance of $6.55 to $6.80. Shareholders get a higher 2026 range and an extended 5% to 7% long-term adjusted EPS growth target through 2030, but quarterly earnings declined.
Q4 2025 adjusted EPS was $1.50 versus $1.66 in Q4 2024; reported EPS was $1.50 versus $1.54.
Full-year 2025 reported and adjusted EPS was $6.31, compared with $5.71 reported and $5.90 adjusted in 2024.
2026 adjusted EPS guidance is $6.55 to $6.80, with long-term adjusted EPS growth of 5% to 7% through 2030.
The company cites a $103 billion five-year capital plan driving 9.6% earnings base growth through 2030.
Duke Energy announced that Cynthia S. Lee, Senior Vice President, Chief Accounting Officer and Controller, will retire effective December 31, 2026, moving to an advisor role on March 1, 2026. Abigail L. Motsinger, currently Vice President, Investor Relations, will succeed her as Senior Vice President, Chief Accounting Officer and Controller effective March 1, 2026. The filing describes this as an internal finance leadership transition and does not report any change to financial results.
Abigail L. Motsinger, 42, appointed Senior Vice President, Chief Accounting Officer and Controller effective March 1, 2026
Cynthia S. Lee to become an advisor on March 1, 2026, and retire December 31, 2026
Motsinger's annual base salary set at $408,361, with a short-term incentive of 50% and a long-term incentive of 95% of base salary
Mike Switzer will assume Motsinger's investor relations responsibilities while keeping his corporate development leadership
Duke Energy reported third-quarter 2025 reported and adjusted EPS of $1.81, up from $1.60 reported and $1.62 adjusted a year earlier, and narrowed its 2025 adjusted EPS guidance to $6.25 to $6.35. The company reaffirmed its long-term adjusted EPS growth rate of 5% to 7% through 2029 and said it expects to announce a new 2026-2030 capital plan of $95 billion to $105 billion in February.
Q3 2025 reported and adjusted EPS of $1.81, versus $1.60 reported and $1.62 adjusted in Q3 2024
2025 adjusted EPS guidance narrowed to $6.25 to $6.35, with a midpoint of $6.30
Long-term adjusted EPS growth rate of 5% to 7% through 2029 reaffirmed
New 2026-2030 capital plan of $95 billion to $105 billion expected to be announced in February
Duke Energy's board appointed Jeffrey Guldner as a director effective September 15, 2025, with a term running to the 2026 annual shareholder meeting. He also joins the Compensation and People Development Committee and the Finance and Risk Management Committee. The filing describes him as independent and notes he retired as chairman, president and CEO of Pinnacle West Capital on March 31, 2025.
Board appointment effective September 15, 2025; initial term expires at the 2026 Annual Meeting of Shareholders
Joins the Compensation and People Development Committee and the Finance and Risk Management Committee
Retired as chairman, president and CEO of Pinnacle West Capital and Arizona Public Service on March 31, 2025, after five years; remains in a non-executive advisory role through March 2026
Director stock ownership guideline is five times the annual Board cash retainer, an ownership level of $675,000
Duke Energy reported second-quarter 2025 reported and adjusted EPS of $1.25, up from adjusted EPS of $1.18 in the second quarter of 2024. The company reaffirmed its 2025 adjusted EPS guidance range of $6.17 to $6.42, citing new rates and riders as the main driver of higher quarterly results.
Q2 2025 adjusted EPS of $1.25 vs. $1.18 in Q2 2024; reported EPS $1.25 vs. $1.13
Electric Utilities and Infrastructure adjusted segment income of $1,194 million vs. $1,115 million a year earlier
2025 adjusted EPS guidance of $6.17 to $6.42 reaffirmed; long-term adjusted EPS growth of 5% to 7% through 2029
Other segment loss widened to $228 million from $200 million, mainly due to higher interest expense
Duke Energy, Progress Energy and Florida Progress signed an agreement on August 4, 2025, under which a Brookfield affiliate will acquire up to 19.7% of Florida Progress, which owns Duke Energy Florida, for $6 billion in phased closings. The first closing, for $2.8 billion, is expected in early 2026 and remaining payments run through June 30, 2028, subject to federal and national security approvals. The company said it will use $2 billion to fund its increased $87 billion five-year capital plan and $4 billion to reduce holding company debt, and reaffirmed its 2025 adjusted EPS guidance of $6.17 to $6.42.
Brookfield affiliate to acquire up to 19.7% of Florida Progress membership interests for $6 billion in total.
First closing: $2.8 billion for 9.2% of Florida Progress, expected in early 2026; later payments of $200 million, $500 million, $1.5 billion and $1 billion are due by June 30, 2028.
Closing requires FERC approval, CFIUS review and NRC approval; either party may terminate if the first closing has not occurred by May 4, 2026, extendable to November 4, 2026.
Duke Energy will retain an 80.3% interest; the company reaffirmed 2025 adjusted EPS guidance of $6.17 to $6.42.
Duke Energy's subsidiary Piedmont Natural Gas agreed on July 27, 2025 to sell its Tennessee natural gas distribution business to Spire Inc. for $2.48 billion in cash, subject to adjustments. The company said net proceeds of $1.5 billion will help fund its $83 billion five-year capital plan, and it reaffirmed its 2025 adjusted EPS guidance.
Purchase price is $2.48 billion in cash, subject to adjustments for net working capital, regulatory assets and liabilities, and capital expenditures at closing.
About $800 million of proceeds will offset debt at Piedmont; net proceeds of $1.5 billion will fund Duke's $83 billion five-year capital plan.
Closing is expected in the first quarter of 2026, subject to Tennessee Public Utility Commission approval and the Hart-Scott-Rodino waiting period.
Duke reaffirmed its 2025 adjusted EPS guidance range of $6.17 to $6.42.
Duke Energy reported first-quarter 2025 reported and adjusted EPS of $1.76, up from $1.44 in the first quarter of 2024, with total operating revenues of $8,249 million compared with $7,671 million a year earlier. The company reaffirmed its 2025 adjusted EPS guidance range of $6.17 to $6.42, which matters to shareholders because it indicates management expects results to stay within that range for the full year.
Q1 2025 reported and adjusted EPS of $1.76, versus $1.44 in Q1 2024, with no special items in either period
Electric Utilities and Infrastructure segment income rose to $1,276 million from $1,021 million; Gas segment income rose to $349 million from $284 million
2025 adjusted EPS guidance of $6.17 to $6.42 reaffirmed; long-term adjusted EPS growth target of 5% to 7% through 2029
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