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 TPE?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	176,476,271	10.1%
Public Companies	182,110,566	10.4%
Institutions	361,724,541	20.6%
General Public	505,389,632	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 70.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
30.1%	The State Treasury of the Republic of Poland	526,848,384	zł2.0b	0%	no data
10.4%	KGHM Polska Miedz S.A.	182,110,566	zł692.0m	0%	no data
10.1%	Helikon Investments Limited	176,476,271	zł670.6m	340%	6.31%
5.06%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	88,742,929	zł337.2m	0%	0.72%
4.86%	Powszechne Towarzystwo Emerytalne PZU SA	85,168,548	zł323.6m	0%	1.79%
2%	The Vanguard Group, Inc.	35,042,608	zł133.2m	0.65%	no data
1.62%	Dimensional Fund Advisors LP	28,360,593	zł107.8m	2.29%	no data
1.32%	Towarzystwo Funduszy Inwestycyjnych PZU SA	23,219,410	zł88.2m	0%	1.2%
1.08%	BlackRock, Inc.	18,906,322	zł71.8m	-3.47%	no data
0.73%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	12,827,230	zł48.7m	0%	0.4%
0.53%	Goldman Sachs Asset Management, L.P.	9,264,009	zł35.2m	0%	no data
0.39%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	6,808,682	zł25.9m	0%	0.48%
0.38%	Charles Schwab Investment Management, Inc.	6,611,705	zł25.1m	-0.46%	no data
0.28%	Caisse de dépôt et placement du Québec	4,882,926	zł18.6m	0%	no data
0.26%	AS Trigon Asset Management	4,472,113	zł17.0m	0%	1.22%
0.24%	AXA Towarzystwo Funduszy Inwestycyjnych SA	4,265,191	zł16.2m	0%	0.92%
0.22%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A	3,850,745	zł14.6m	0%	0.52%
0.19%	AgioFunds Towarzystwo Funduszy Inwestycyjnych S.A.	3,316,012	zł12.6m	0%	0.77%
0.13%	Eaton Vance Management	2,326,556	zł8.8m	-22.3%	no data
0.13%	Deutsche Asset & Wealth Management	2,315,000	zł8.8m	0%	no data
0.1%	Union Investment TFI S.A	1,748,871	zł6.6m	0%	0.37%
0.1%	Amundi Asset Management SAS	1,744,843	zł6.6m	0%	no data
0.098%	State Street Global Advisors, Inc.	1,708,911	zł6.5m	-1.13%	no data
0.094%	Mori Capital Management Limited	1,650,000	zł6.3m	0%	2.06%
0.087%	Nationale-Nederlanden TFI S.A	1,531,417	zł5.8m	0%	1.87%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 03:02
End of Day Share Price	2025/01/02 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