---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-084653"
form_type: "8-K"
ticker: "DUK"
cik: "0001326160"
company_name: "Duke Energy CORP"
filed_at: "2026-07-17T20:29:26+00:00"
generated_at: "2026-07-17T20:30:15.148308+00:00"
event_type: "regulatory"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Duke Energy Carolinas reaches rate case settlement; ROE 9.8%, revenue increase $496M over 2 years

## Summary
- ROE set at 9.8% with 53% equity component, down from requested 10.48%; retail rate base ~$25.7B.
- MYRP capital of ~$3.8B with annual refund mechanism; total revenue increase $496M over two years (avg 3.7% annual).
- One-time pre-tax charge of ~$40M in 2026, treated as special item and excluded from adjusted earnings.
- $10M shareholder contribution to bill assistance; potential delay of next base rate case until Nov 1, 2028.
- Parties agree to pursue substantially similar settlement framework for Duke Energy Progress rate case.

## SEC filing metadata
- accession: 0001104659-26-084653
- form_type: 8-K
- ticker: DUK
- cik: 0001326160
- company_name: Duke Energy CORP
- filed_at: 2026-07-17T20:29:26+00:00
- event_type: regulatory
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1326160/000110465926084653/0001104659-26-084653-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/30371/000110465926084653/tm2620766d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-084653
- JSON: https://secwatch.observer/filing/0001104659-26-084653.json
- Plain text: https://secwatch.observer/filing/0001104659-26-084653.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.