Fourth Quarter 2023 Earnings Review and Business Update slide image

Fourth Quarter 2023 Earnings Review and Business Update

Culture of continuous improvement delivers sustainable savings SIGNIFICANT O&M SAVINGS DESPITE RISING INFLATION TOP-PERFORMER ACROSS MULTIPLE O&M COST EFFICIENCY MEASURES(2) āœ“ Delivered on all 2023 cost initiatives $4.8 O&M Cost Management ($ in billions) $4.4 Declining O&M (-4%) CAGR $4.4 2022 2023 2024E Base O&M(1) #2/19 ELECTRIC NON-GENERATION O&M/CUSTOMER #3/19 ELECTRIC NON-GENERATION O&M / MWH #2/11 NUCLEAR PRODUCTION EXPENSE / NUCLEAR GENERATION MWH (1) Base O&M is a non-GAAP financial measure, as it represents reported O&M expenses adjusted for special items and expenses recovered through riders and excludes O&M expenses for Duke Energy's non-regulated electric products and services supporting regulated operations. (2) Source: Company annual filings, 2022 FERC Form 1; Data as of YE 2022 unless otherwise noted; Reflects total electric O&M net of power production O&M; Figures reflect utility operations unless otherwise noted; Electric customer counts sourced from 2022 company 10-K. UTY constituents included in comparison: AEE, AEP, AES (US), CNP, D, DTE, ED, EIX, ES, ETR, EXC, FE, NEE, PEG, PNW, SO, WEC, XEL DUKE ENERGY. FOURTH QUARTER 2023 EARNINGS REVIEW AND BUSINESS UPDATE // 11
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