DUK · 8-K · 20260805PR091159

Regulated Capital Investment Plan

Duke Energy CORP · 2026-08-05 · Importance 64 · Surprise 42 · In source text

The North Carolina multi-year rate plan includes approximately $3.4 billion of capital projects allocated to North Carolina that are projected to enter service over the two-year plan period. This investment level is $500 million below the approximately $3.9 billion included in the initial filing. The settlement establishes an annual refund mechanism based on the number and amount of capital projects placed in service compared with the approved amounts for each rate year. The historic North Carolina retail rate base used in the settlement is approximately $17.8 billion.

Key facts

• The MYRP includes impacts of approximately $3.9 billion (NC retail allocation) of capital projects that are projected to go in service over the 2-year MYRP period. source
• The MYRP under the Comprehensive Settlement will include approximately $3.4 billion of capital (NC retail allocation) projected to go in service over the 2-year MYRP period. source
• The Comprehensive Settlement includes an annual MYRP refund mechanism based upon both the number of projects and amount of capital placed in service in a rate year compared to what was approved for that rate year. source
• The Company can agree to delay its next base rate case if permitted to defer costs directly associated with the Commission-approved Person County CC1 and Marshall CTs from the time each plant is placed in service until such costs can be reflected in new base rates with a full WACC during the deferral period. source
• MYRP adjustments reduced the combined revenue requirement by $34 million. source

Impact estimates