Fourth Quarter 2023 Earnings Review and Business Update slide image

Fourth Quarter 2023 Earnings Review and Business Update

Pure play regulated utility operating in constructive and growing jurisdictions COMPLETED PORTFOLIO TRANSITION TO FULLY REGULATED COMPANY... -35% 2011 Duke Energy & Progress Energy merger 2015 Acquired Piedmont Natural Gas 2016 NC enacts bi-partisan comprehensive clean energy legislation 2023 -65% Regulated (1) Non-regulated Current -100% 2012 Exit of merchant Midwest Generation business 2016 Completed sale of Latin American Generation business 2021 Completed sale of Commercial Renewables business ...WITH A CLEAR STRATEGY AND LONG-TERM ORGANIC GROWTH OPPORTUNITIES Serving vibrant jurisdictions Expect 2023-2028 load growth of 1.5 - 2% Added 195,000 new customers in 2023 Significant economic development across multiple industries drives long-term C&I growth Investing in regulated utilities Growing capital plan - $73 billion, 2024-2028 Transforming the largest T&D system in the U.S. Building generation and transmission to support growth and fleet transition Modernizing gas LDCs Efficient recovery mechanisms ~90% of electric capital investments (2) are eligible for efficient recovery mechanisms Riders and annual rate mechanisms mitigate lag in gas utilities DUKE ENERGY. (1) Regulated business excludes International Energy and Commercial Power FOURTH QUARTER 2023 EARNINGS REVIEW AND BUSINESS UPDATE (2) Based on 2024-2028 capital plan, subject to regulatory approval; per HB 951 certain North Carolina capital investments are not eligible for multi-year rate plan including large generation investments over $500 million // 7
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