DUK · 8-K · 20261105PR000048

Market Demand Trends

Duke Energy CORP · 2026-11-05 · Importance 25 · Surprise 32

For the three months ended September 30, 2026, consolidated electric sales rose 5.9% year over year to 77,147 GWh, while total retail sales increased 5.2% to 64,111 GWh; weather-normal retail sales were up 2.0%. Duke Energy Progress recorded 9.9% growth in total electric sales and Duke Energy Carolinas 7.7%, while Duke Energy Florida increased 1.7% and Duke Energy Indiana declined 0.5%. Residential retail sales grew 7.1% across the electric utilities, compared with 3.8% for commercial sales and 1.7% for industrial sales. Wholesale and other sales rose 9.4% overall; Duke Energy Ohio’s wholesale and other sales increased 62.9%, while Indiana’s fell 32.5%.

Key facts

• Duke Energy's year-to-date 2026 consolidated EPS variance versus the prior year included $0.22 per share from volume and $0.09 per share from weather. source
• Duke Energy's third-quarter 2026 consolidated EPS variance versus third-quarter 2025 included positive contributions of $0.08 from weather and $0.10 from volume. source
• Electric Utilities and Infrastructure total retail sales for Q3 2026 were 64,111 GWh, up 5.2% year over year and 2.0% weather-normalized. source
• Electric Utilities and Infrastructure total consolidated electric sales for Q3 2026 were 77,147 GWh, up 5.9% year over year. source
• Electric Utilities and Infrastructure total retail sales for the first nine months of 2026 were 171,209 GWh, up 2.1% year over year and 1.0% weather-normalized. source
• Electric Utilities and Infrastructure total consolidated electric sales for the first nine months of 2026 were 207,043 GWh, up 2.4% year over year. source
• Electric Utilities and Infrastructure averaged 8,762,709 total electric customers in Q3 2026, up 1.5% year over year. source
• Piedmont Natural Gas LDC throughput was 162,597,821 dekatherms in Q3 2026, up 8.1% year over year, and 479,543,610 dekatherms in the first nine months, up 4.8%. source