Duke Energy Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Loss decreased by 28.2% to $150.00M in Q2 2025 compared to the prior quarter. Year-over-year, this metric declined by 19.8%, from $187.00M to $150.00M. Over 4 years (FY 2020 to FY 2024), Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Loss shows an upward trend with a 41.3% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase in unrealized losses suggests declining market values for the company's investments, which may signal future balance sheet pressure.
This metric measures the cumulative unrealized losses on debt and equity securities held by the company. It highlights t...
Standard metric for utilities with large investment portfolios; peers monitor this to manage asset-liability matching.
other_debt_securities_availableforsaleand_equity_securit_442fda| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $43.00M | $52.00M | $66.00M | $202.00M | $397.00M | $547.00M | $395.00M | $351.00M | $171.00M | $191.00M | $187.00M | $111.00M | $219.00M | $209.00M | $150.00M |
| QoQ Change | — | +20.9% | +26.9% | +206.1% | +96.5% | +37.8% | -27.8% | -11.1% | -51.3% | +11.7% | -2.1% | -40.6% | +97.3% | -4.6% | -28.2% |
| YoY Change | — | — | — | — | +823.3% | +951.9% | +498.5% | -35.8% | -56.7% | — | — | -68.4% | +28.1% | +9.4% | -19.8% |