DUK

Duke Energy Corp.

DOUBTFUL — SCREEN DOES NOT PASSstock

Is DUK Halal?

Utility and natural-gas service are generally permissible, but current debt/assets fails the examined financial screens.

What You Should Know

Duke Energy provides regulated electric and natural-gas service, generation, transmission and related infrastructure. Its March 31, 2026 filing reports debt/assets of 45.57%, identifiable liquidity/assets of 3.82% and receivables plus cash/assets of 3.07%. Gross interest income and a universal prohibited-revenue numerator are not separately disclosed; VIE debt, nuclear funds and derivatives remain qualitative concerns.

⚠️ Concerns

  • Debt/assets is 45.57% and exceeds the examined FTSE, MSCI and Malaysia limits
  • Nuclear decommissioning funds include both equity and fixed-income securities
  • VIEs, derivatives, regulatory recovery, fuel contracts and financing structures require review
  • Coal, natural-gas, nuclear, environmental and customer-affordability issues remain qualitative

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
45.57%Above limit
Below 33.333% under FTSE Yasaar

90,245 / 198,048

Cash + interest-bearing securities / assets
3.82%Within limit
Below 33.333% under FTSE Yasaar

7,558 / 198,048

Receivables + cash / assets
3.07%Within limit
Below 50% under FTSE Yasaar

6,087 / 198,048

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt/assets is 45.57%, above the 33.333% limit; liquidity/assets is 3.82% and receivables plus cash/assets is 3.07%.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Debt/assets is 45.57%, above the examined 33.33% limit; liquidity and receivables-plus-cash remain below their limits.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Debt/assets is 45.57%, above the examined Malaysia SAC limit; identifiable liquidity/assets is below its limit. This is not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

No licensed historical market-cap series is stored; the asset-based screens fail on debt/assets.

Business-activity disclosure

Duke provides regulated electric and natural-gas service, generation, transmission and related infrastructure. Utility service is generally permissible, while conventional financing, nuclear funds, derivatives, VIEs and fuel contracts require continuing review.

Limitation: The filing does not provide a universal prohibited-revenue numerator or separately disclose gross interest income across regulated, nonregulated and investment activities.

Purification

Gross interest income is not separately disclosed and the activity screen is incomplete; no fixed scholar-approved purification percentage is prescribed.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Duke's March 31, 2026 Form 10-Q and rounded to the nearest million.
  • Debt includes notes payable and commercial paper of $2,373 million, current maturities of long-term debt of $7,395 million and long-term debt of $80,477 million; operating lease liabilities are excluded.
  • Cash is $2,140 million. Interest-bearing securities use $5,418 million of disclosed corporate, municipal, government and other debt securities in investment portfolios; equity securities are excluded.
  • Receivables are $3,947 million and quarterly operating revenue is $9,178 million.
  • The filing includes VIE-related debt in consolidated balances; non-recourse treatment can differ by methodology. Gross interest income and a universal prohibited-revenue numerator are not separately disclosed.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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