National Pension Service reduces KEPCO stake from 7.90% to 6.88%... General investment disposal, limited impact on share price


  • National Pension Service sold 6,535,733 shares of KEPCO on the open market, reducing its stake from 7.90% to 6.88%, a decrease of 1.02 percentage points.
  • The reason for disposal is 'simple additional acquisition/disposal' and the purpose is 'general investment', not influencing management.
  • The sale is estimated at approximately 254.2 billion KRW (based on current price of 38,900 won), likely as part of portfolio rebalancing.
  • As it is a simple share sale without any change in management rights or special contracts, the direct impact on long-term corporate value is limited.
  • [AI Summary]The reduction by the National Pension Service is above the 5% large shareholding reporting threshold but is a minor adjustment of around 1%p, likely having limited impact on the stock price. It is interpreted as routine rebalancing, and despite potential short-term supply pressure, it is unrelated to company fundamentals.

KOSPI Filing Information


  • Filing: Report on Large Shareholding (Short Form)
  • Company: KOREA ELECTRIC POWER (015760)
  • Submission: National Pension Service
  • Receipt: 06-01-2026