Other

Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Gain

Duke Energy Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Gain increased by 14.5% to $6.29B in Q2 2025 compared to the prior quarter. Year-over-year, this metric grew by 10.7%, from $5.68B to $6.29B. Over 4 years (FY 2020 to FY 2024), Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Gain shows an upward trend with a 7.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityVolatile
First reportedQ1 2018
Last reportedQ2 2025

How to read this metric

An increase indicates favorable market performance of the investment portfolio, while a decrease suggests market volatility or asset depreciation.

Detailed definition

This metric captures the cumulative unrealized gains on debt and equity securities classified as available-for-sale or f...

Peer comparison

Standard across regulated utilities that maintain investment portfolios for nuclear decommissioning or insurance reserves.

Metric ID: other_debt_securities_availableforsaleand_equity_securit_3adf5b

Historical Data

15 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25
Value$4.93B$4.89B$5.03B$4.54B$3.52B$3.25B$3.68B$4.24B$5.02B$5.62B$5.68B$6.13B$5.80B$5.49B$6.29B
QoQ Change-0.9%+3.0%-9.8%-22.4%-7.6%+13.2%+15.3%+18.3%+12.0%+1.0%+8.0%-5.4%-5.4%+14.5%
YoY Change-28.5%-33.4%-26.8%+30.5%+36.3%+44.5%+15.6%-2.3%+10.7%
Range$3.25B$6.29B
CAGR+7.2%
Avg YoY Growth+5.2%
Median YoY Growth+10.7%

Frequently Asked Questions

What is Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain?
Duke Energy (DUK) reported debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain of $6.29B in Q2 2025.
How has Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain changed year-over-year?
Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain increased by 10.7% year-over-year, from $5.68B to $6.29B.
What is the long-term trend for Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain?
Over 4 years (2020 to 2024), Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain has grown at a 7.2% compound annual growth rate (CAGR), from $4.39B to $5.80B.
What does debt securities, available-for-sale, and equity securities, fv-ni, unrealized gain mean?
The total value of paper profits on investment securities that the company still holds.