TAURON Polska Energia Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0N2X?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	176,476,271	10.1%
Public Companies	182,110,566	10.4%
General Public	361,629,082	20.6%
Institutions	505,485,091	28.8%
State or Government	526,848,384	30.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 78.19% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
30.1%	The State Treasury of the Republic of Poland	526,848,384	zł2.2b	0%	no data
10.4%	KGHM Polska Miedz S.A.	182,110,566	zł764.3m	0%	no data
10.1%	Helikon Investments Limited	176,476,271	zł740.7m	340%	7.43%
5.06%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	88,742,929	zł372.5m	0%	0.64%
4.89%	Powszechne Towarzystwo Emerytalne PZU SA	85,661,925	zł359.5m	0.58%	1.38%
3.48%	Generali Powszechne Towarzystwo Emerytalne S A	60,903,102	zł255.6m	0%	0.99%
2.02%	The Vanguard Group, Inc.	35,342,167	zł148.3m	1.51%	no data
1.62%	Aegon Asset Management UK Plc	28,416,376	zł119.3m	0%	0.15%
1.56%	Dimensional Fund Advisors LP	27,329,379	zł114.7m	-1.43%	no data
1.32%	Towarzystwo Funduszy Inwestycyjnych PZU SA	23,219,410	zł97.5m	0%	1.28%
1.27%	PTE Bankowy, Asset Management Arm	22,309,520	zł93.6m	2,550%	1.02%
1.26%	UNIQA Österreich Versicherungen AG, Asset Management Arm	22,132,725	zł92.9m	0%	0.78%
1.07%	BlackRock, Inc.	18,733,362	zł78.6m	-4.35%	no data
0.73%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	12,827,230	zł53.8m	0%	0.43%
0.53%	Goldman Sachs Asset Management, L.P.	9,264,009	zł38.9m	0%	no data
0.41%	Allianz Asset Management GmbH	7,127,874	zł29.9m	0%	no data
0.39%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	6,808,682	zł28.6m	0%	0.52%
0.37%	Charles Schwab Investment Management, Inc.	6,554,174	zł27.5m	-1.32%	no data
0.36%	Pocztylion Arka PTE S.A.	6,348,647	zł26.6m	1,920%	0.72%
0.28%	Caisse de dépôt et placement du Québec	4,882,926	zł20.5m	0%	no data
0.26%	AS Trigon Asset Management	4,472,113	zł18.8m	0%	1.3%
0.24%	AXA Towarzystwo Funduszy Inwestycyjnych SA	4,265,191	zł17.9m	0%	0.99%
0.22%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A	3,850,745	zł16.2m	0%	0.56%
0.19%	AgioFunds Towarzystwo Funduszy Inwestycyjnych S.A.	3,316,012	zł13.9m	0%	0.86%
0.13%	Deutsche Asset & Wealth Management	2,340,000	zł9.8m	1.08%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/04 15:30
End of Day Share Price	2025/01/07 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

TAURON Polska Energia S.A. is covered by 20 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Kamil Kliszcz	Biuro maklerskie mBanku
Michael Harleaux	BNP Paribas Exane
Piotr Dzieciolowski	Citigroup Inc