Other

Available for sale investments

Duke Energy Available for sale investments increased by 1.0% to $3.57B in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 11.3%, from $3.20B to $3.57B.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2026
Last reportedQ1 2026

How to read this metric

An increase reflects a larger investment portfolio size, while fluctuations in value indicate changes in market interest rates and credit spreads.

Detailed definition

These are debt securities that are not classified as held-to-maturity or trading securities, representing investments th...

Peer comparison

Common in insurance portfolios to balance yield generation with liquidity requirements.

Metric ID: other_available_for_sale_securities_debt_securities

Historical Data

13 periods
 Q2 '21Q3 '21Q1 '22Q2 '22Q3 '22Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25
Value$3.30B$3.23B$3.13B$2.97B$2.82B$2.82B$3.00B$3.08B$3.20B$3.42B$3.33B$3.53B$3.57B
QoQ Change-2.1%-2.9%-5.3%-5.0%+0.1%+6.3%+2.6%+3.9%+6.8%-2.7%+6.1%+1.0%
YoY Change-10.0%-12.6%+0.1%+21.1%+10.8%+14.5%+11.3%
Range$2.82B$3.57B
CAGR+2.6%
Avg YoY Growth+5.0%
Median YoY Growth+10.8%
Current Streak2 quarters growth

Frequently Asked Questions

What is Duke Energy's available for sale investments?
Duke Energy (DUK) reported available for sale investments of $3.57B in Q2 2025.
How has Duke Energy's available for sale investments changed year-over-year?
Duke Energy's available for sale investments increased by 11.3% year-over-year, from $3.20B to $3.57B.
What does available for sale investments mean?
Debt investments held for an indefinite period that can be sold if needed.