Polenergia 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 PEP?
Owner Type	Number of Shares	Ownership Percentage
General Public	8,467,617	11%
Institutions	10,884,933	14.1%
Private Companies	57,866,363	74.9%

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

Top Shareholders

Top 14 shareholders own 89.03% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
42.9%	Kulczyk Holding S.àr.l	33,127,625	zł2.3b	0%	no data
32%	BIF IV Europe Holdings Limited	24,738,738	zł1.7b	0%	no data
7.83%	Allianz Asset Management GmbH	6,045,142	zł423.2m	0%	0.04%
5.92%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	4,571,000	zł320.0m	0%	0.69%
0.077%	AgioFunds Towarzystwo Funduszy Inwestycyjnych S.A.	59,723	zł4.2m	0%	0.26%
0.07%	Quercus TFI S.A.	54,044	zł3.8m	0%	0.4%
0.059%	Handelsbanken Asset Management	45,566	zł3.2m	0%	no data
0.049%	BNPP Asset Management Holding	37,544	zł2.6m	0%	no data
0.035%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	26,923	zł1.9m	0%	0.04%
0.033%	AXA Towarzystwo Funduszy Inwestycyjnych SA	25,328	zł1.8m	0%	0.1%
0.017%	Nationale-Nederlanden TFI S.A	13,293	zł930.3k	0%	0.3%
0.0051%	SKY Asset Management	3,966	zł277.8k	0%	0.68%
0.0021%	Northern Trust Global Investments	1,596	zł111.9k	0%	no data
0.001%	State Street Global Advisors, Inc.	808	zł56.8k	29.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 02:24
End of Day Share Price	2024/12/20 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

Polenergia S.A. is covered by 8 analysts. 3 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
Henning Esskuchen	Erste Group Bank AG
Petr Bartek	Erste Group Bank AG