8-KOther EventsExhibits & Filings

Duke Energy CORP 8-K Report, Corporate Update (Jul 1, 2020)

Filed July 1, 2020For Securities:DUKDUKBDUK-PA

Summary

Duke Energy Corporation (DUK) has filed an 8-K report to disclose a significant development regarding its Indiana subsidiary, Duke Energy Indiana, LLC (DEI). On June 29, 2020, the Indiana Utility Regulatory Commission (IURC) issued an order approving a rate increase for DEI. This approval represents a partial but positive outcome for the company's general rate case initially filed in July 2019, which sought a substantial 15.6% increase in retail revenues. The IURC order grants an approximate $146 million revenue increase, which is less than the initially requested $396 million. The approved rate of return on equity is set at 9.70%, lower than the 10.4% requested. Despite the reduction from the original request, this approved rate increase is expected to contribute to DEI's financial performance. The rate implementation will occur in two steps: Step 1, estimated at 75% of the total increase, is expected to take effect in late July 2020, with Step 2, comprising the remaining 25%, to be implemented in the first quarter of 2021.

Key Highlights

  • 1Duke Energy Indiana (DEI) received an IURC order approving a revenue increase of approximately $146 million.
  • 2This approved increase is a reduction from the initial request of approximately $396 million (15.6% of retail revenues).
  • 3The approved rate of return on equity is set at 9.70%, down from the requested 10.4%.
  • 4The approved equity component of the capital structure remains at 53.0%.
  • 5The rate increase will be implemented in two steps: Step 1 (approx. 75%) effective late July 2020, and Step 2 (approx. 25%) effective Q1 2021.
  • 6DEI will submit a compliance filing in July 2020 for IURC review before Step 1 rates are implemented.

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