Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Loss
Duke Energy Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Loss decreased by 28.2% to $150M in Q2 2025 compared to the prior quarter. Year-over-year, this metric declined by 19.8%, from $187M to $150M. 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.
Analysis
How to read this metric
An increase in unrealized losses suggests declining market values for the company's investments, which may signal future balance sheet pressure.
Detailed definition
This metric measures the cumulative unrealized losses on debt and equity securities held by the company. It highlights t...
Peer comparison
Standard metric for utilities with large investment portfolios; peers monitor this to manage asset-liability matching.
other_debt_securities_availableforsaleand_equity_securit_442fdaHistorical Data
| 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 | $43M | $52M | $66M | $202M | $397M | $547M | $395M | $351M | $171M | $191M | $187M | $111M | $219M | $209M | $150M |
| 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% |
Debt Securities, Available-for-sale, and Equity Securities, FV-NI, Unrealized Loss at Other Companies
Frequently Asked Questions
- What is Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss?
- Duke Energy (DUK) reported debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss of $150M in Q2 2025.
- How has Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss changed year-over-year?
- Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss decreased by 19.8% year-over-year, from $187M to $150M.
- What is the long-term trend for Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss?
- Over 4 years (2020 to 2024), Duke Energy's debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss has grown at a 41.3% compound annual growth rate (CAGR), from $55M to $219M.
- What does debt securities, available-for-sale, and equity securities, fv-ni, unrealized loss mean?
- The total value of paper losses on investment securities that the company still holds.